The Advantages of Charitable Trusts

Do you have a significant college reunion that’s inspiring you to make a large gift? Perhaps there is a capital campaign for your favorite cause. These are the kinds of giving opportunities that should have you considering a charitable trust. For example, a charitable remainder trust allows you to make a major gift while still…

 

Making Use of IRAs as Part of an Estate Plan

This article originally appeared in the June 2014 issue of the AAII Journal. There are effective uses of an IRA as part of the estate planning process that most retirees have prepared for. These steps include: Taking taxable withdrawals from your IRA when your tax bracket is lowest, often right after retirement, Completing your beneficiary designation forms in…