CHARITABLE PLANNING: A FORK IN THE ROAD

You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don’t have any heirs, and they want a low risk method to ensure they have enough money until they die. Whatever the reason, charitable planning…

Read More

Child Free Estate Planning

Child Free Estate Planning

Child Free Estate Planning Made Simple Mary has done well, and is living well.  She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…

Read More

Charitable LLC Scam vs. Reality

Charitable LLC Scam

The “Charitable LLC” It’s no surprise that people hate paying taxes.  Sometimes they hate it so much, that they will do anything to avoid paying them, including things they shouldn’t.  One such strategy that we recommend you stay away from is the so-called “Charitable LLC”. What is promoted as a “Charitable LLC” may be structured…

Read More

Sustainable Distributions

Sustainable Distributions

Sustainable Distributions:  How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals.  Broadly speaking, these inter-related goals address global issues such as poverty, inequality, climate change, environmental degradation, peace, and justice.  This is a model for other human endeavors including trusts or charitable organizations intended to last a long…

Read More