Estate planners who want to maximize their estate for their beneficiaries but reduce their estate for tax purposes have a wide range of tools to choose from. Trusts are one of the many ways to transfer money from an estate into separate mediums for the beneficiaries. Although we've discussed … [Read more...] about Understanding Grantor Retained Annuity Trust (GRAT)
Wishing You a Merry Christmas and Happy Holiday Season
We wish all of you a Merry Christmas and a Happy Holiday season. … [Read more...] about Wishing You a Merry Christmas and Happy Holiday Season
How Can Fiscal Sponsorship Help My Non-Profit?
The idea of starting and running a non-profit may put some people off. In addition to state and federal requirements, there is considerable administrative work that goes into starting and continuing a non-profit organization. But it’s possible to do a non-profit mission or project without … [Read more...] about How Can Fiscal Sponsorship Help My Non-Profit?
What Are the Benefits To Planned Giving to Nonprofits?
Nonprofits perform important functions in society. From animal rescue groups and small neighborhood clinics to city- and nationwide organizations that help large sectors of people, nonprofits offer help right where it’s needed. People who begin nonprofits, believe in the work they do, or have … [Read more...] about What Are the Benefits To Planned Giving to Nonprofits?
Happy Thanksgiving!
Through another difficult year, we have been blessed by the support of family, friends and clients. We thank you and wish all of you a blessed Thanksgiving. … [Read more...] about Happy Thanksgiving!
