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...
Wealth Docx, Charitable Planning, Charitable Remainder Trust, Estate Planning
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...
Charitable Planning, Charitable Remainder Trust, Estate Planning, Thought-Leader Series