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4 Entries tagged with “Charitable Remainder Trust”

Charitable Giving – Shift Focus From Estate Tax to Income Tax Planning

Estate Planning, Charitable Planning, American Tax Payer Relief Act of 2012 (ATRA), Charitable Remainder Trust Estate Tax,

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel Charitable giving is, once again, on the rise. It dipped sharply during the recent recession; however, in the last...

Drafting Charitable Planning Documents with WealthDocx®

Wealth Docx, Charitable Planning, Charitable Remainder Trust, Estate Planning

Estate Planning Considerations Intrinsic with Roth Conversions

Trusts, Estate Planning, Estate Tax, Charitable Remainder Trust Beneficiaries and Heirs, Individual Retirement Account (IRA),

Although recent discussions have focused on the eligibility of taxpayers to convert to a Roth IRA and the fundamental question of whether a Roth IRA conversion would be beneficial, a...

Thought Leader Series: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today’s Savvy Philanthropist

Charitable Planning, Charitable Remainder Trust, Estate Planning, Thought-Leader Series

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