Monthly Planning Tips Archive
April 2013 Archive
• Give Your Estate Plan a Good Spring Cleaning
• Lock in Stock Profits, Increase Spendable Income
• A Planning Idea You Can Flip Over
• Gifts of Excess Group Life Insurance
March 2013 Archive
• Give Income Away Before It’s Taxed
• The “Ethics” of Having a Will or Living Trust
• Q&A on Leaving a Legacy from Retirement Accounts
• Options and Strategies for Gifts of Real Estate
February 2013 Archive
• Congress Continues Tax Bonus for Gifts of Securities
• Deduction Cutbacks Will Affect Very Few Charitable Contributors
• No “Sunset” for $5,250,000 Estate Tax Exemption
• Charitable Remainder Trusts More Attractive to Investors in High Tax Brackets
January 2013 Archive
• “Second to Die” (Survivorship) Life Insurance Gifts Are Economical
• My Sister Sally’s Antique Will
• The Satisfaction of Memorial Gifts
• “My age? I’m 76, going on 77”
December 2012 Archive
• Don’t Forget to Plan Your Digital Estate
• Forgoing Vacation Days Can Benefit Hurricane Victims
• A Personal Message to Friends and Family
• Trust Solves IRA Beneficiary Puzzle
November 2012 Archive
• Multiply Your Generosity with Gifts of Stock
• Tips and Traps on Beneficiary Designations
• A Learning Exercise for Spouses
• Timing Can Be Everything in Gift Planning
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.
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