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Posts Tagged: Tax Planning

It’s That Time Of Year … Graduation!

Prepaid college tuition plans are no longer the surefire solution to runaway tuition costs. However, they may be a way to save for college by locking in at least a portion of future tuition at today’s prices.

May 12, 2014 College Planning, Current Affairs, Estate Planning

Doing Well and Doing Good with Charitable Remainder Trusts

By creating a Charitable Remainder Trust (CRT) and selling assets low basis assets through it, a donor can reap dramatically increased income, get a nice income tax deduction, and benefit a favorite charity. Not a bad way to recover from an IRS-induced April 15 headache.

May 17, 2011 Charitable Giving, Estate Planning, Estate Taxes, Trustees, Trusts & Estates

Planning for the high cost of higher education

There is a lot of financial aid out there for college students. But it may come with tax implications.

January 13, 2011 Current Affairs, Estate Planning, Financial Planning

Estate Planning Consequences of the Global Community

Some words of wisdom for people who have assets in, or reside in, multiple jurisdictions.

July 16, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Financial Planning, Retirement Planning, Trusts & Estates

Estate Tax Reform Falls Through – Again

The federal estate tax is probably with us for the long term, but Congress is keeping us in the dark as to what the rules are going to be. Proper planning is absolutely critical in this time of uncertainty.

May 24, 2010 Uncategorized

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