In our roundup for professional advisors, we explore gifts with life income, a gift of a remainder interest in a personal residence, gifts of real estate and more.
Learn why it’s important for estate planners to understand the Uniform Prudent Management of Institutional Funds Act (UPMIFA) when planning and administering charitable trusts.
In our roundup for professional advisors, we explore living trusts, IRS tax filing deadlines, unitrusts and IRA charitable solutions.
In our roundup for professional advisors, we explore living trusts, tips to protect your identity during the holidays, qualified charitable distributions and more.
Learn how donor-advised funds can help generous San Diegans maximize the impact of their charitable giving before 2018 ends.
Our “Philanthropy Roundup” posts highlight stories at the local and national level that keep readers up-to-date in the world of philanthropy.
Learn why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
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.
W. Gary Stemple CFP®, CLU®, CRPC® shares three estate planning strategies that will ensure more of your assets will get to your heirs rather than be used to pay estate taxes.
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.