Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?
Should You Found a Foundation?
If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.
Charity That Pays
By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.
Where Will You Roll?
An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.
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