Charitable Giving
What are the tax benefits of donating to charity? Through tax legislation, Congress has attempted to encourage charitable giving because…
Lifetime Gifting
What is lifetime (noncharitable) gifting? Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to…
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Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re…
Charitable Gifting
Charitable Gifting What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to…
Private Foundations
What is a private foundation? A tax-exempt entity operated for charitable purposes Private foundations are tax-exempt entities, just like hospitals…
Gifting for Education Savings
What is it? A gift is a voluntary transfer of money or property from one person to another person or…
Lifetime (Noncharitable) Gifting
What is lifetime (noncharitable) gifting? Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to…
The Best Property to Give to Charity
Giving to charity is not only personally satisfying, the IRS (and possibly your state) also rewards you with generous tax…