Charitable Planning

January 18, 2016
New Rules for Qualified Charitable Distributions

Qualified Charitable Distributions Win Win

Qualified Charitable Distributions from IRA accounts are a win-win. Go ahead. Make that charitable gift in a way that maximizes the amount going to charity and minimizes the amount going to taxes for the politicians to play with. Who do you trust more to do good things with your money, your favorite charity or the politicians?
September 15, 2015

S Corporations and Charities

S Corporations and Charities S corporations and charities lie at the cross roads of advanced estate planning.  Most new wealth is generated through corporate structures.  Most corporations are S corporations.  Most advanced planning for the people who own such corporations will include a charitable component. The net effect is that […]
June 16, 2015
cryonic suspension trust

Cryonic Suspension Trust: The Ultimate Estate Freeze

Old Idea, New Expression Like many other cultures, the ancient Egyptians buried treasures with their dead in part so that when the dead revived, they would have the use and enjoyment of their worldly goods.  This may not have been based on the same technology as a cryonic suspension trust, but the […]
May 15, 2015

Tax Free IRA

For years, I have been telling people a little known secret of IRA’s.  There is a way you can pass the benefit of your IRA to your heirs tax free.  Recently Bob Carlson in his newsletter recently discussed the strategy.  It combines an IRA with a Donor Advised Fund.  He quotes […]