Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized, Wealth Transfer

Why Lead Trusts are so rare

August 18, 2014
As I follow-up to my previous post, which proved from IRS statistics that very few charitable...
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Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized

Lead Trusts – The Final Frontier?!

August 12, 2014
I can’t tell you how many times I hear consultants or financial planners talk boldly...
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Category IRA Direct Rollover Gifts, IRAs

Anything New Out There – Something About Inherited IRAs?

June 16, 2014
Small news blip a few days ago – something about the Supreme Court ruling that...
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Category IRA Direct Rollover Gifts, IRAs

IRA Rollover Update – Almost there?

May 30, 2014
We’re getting closer to having an IRA giving option again. The House Ways and Means...
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