Planned Giving Vehicles – Page 16 – Gudema Legacy Advisors

 Category Estate and Gift Taxes, Lead Trusts, Planned Giving Related News Stories, Uncategorized

2012 Income/Estate/Gift Tax Update

February 5, 2012

Wondering about the state of the estate taxes and other tax brackets in 2012 (compared...

 Tags 2012 taxes, 2013 taxes, estate tax, estate tax exemption, gift tax, income tax

 Category Account Beneficiary Designations, Planned Giving Vehicles

IRA and Other Account Beneficiary Designations – Not So Simple After All

January 20, 2012

In the Planned Giving world, we like to think that IRA and other account beneficiary...

 Tags IRAs, planned giving, pod

 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

December 15, 2011

The year is winding down and with two weeks left, if you are a planned...

 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, year end giving

 Category IRA Direct Rollover Gifts

Donors with second thoughts on using IRA charitable rollover after taking RMD already?

November 3, 2011

Great question came to me today. An age 70.5+ supporter heard that he could have...

 Tags charitable IRA rollover, rmd

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