Tag: Charity

We Want to Draft Your Legacy

What Can I Do Instead of a Stretch IRA?

March 31, 2022
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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What Qualifies as a Qualified Charitable Distribution?

April 13, 2021
Qualified Charitable Distributions, which allow Individual Retirement Account holders in their 70s and older to divert some of their federally taxable required distributions to charity while reducing their federally taxable income, are back after a 2020 hiatus.
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Estate Planning Meets Tax Planning For IRAs

March 10, 2021
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
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Estate Battles Over Personal Property Distribution

November 13, 2020
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
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