Have You Included Donor Advised Funds in Your Estate Plan?

As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.

July 2017 Roundup for Professional Advisors

In our roundup for professional advisors, we explore the “Integrity and Initiative” inheritance plan, tax fraudsters, gifting an automobile to a charity and “blended gifts” for donors.
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