Charitable Giving is a wonderful option to consider as you do your estate planning. In Part two of this 2-part post, we will cover some of the specific terms used when discussing charitable giving and estate planning. Gifts of Split Interests – A split interest trust is one that includes both charitable and non-charitable beneficial […]

When setting up an estate plan, you can have your cake and donate it too via charitable giving! Everyone knows that a charitable donation results in an immediate charitable deduction on the year’s income tax returns.  However, did you know that you can give away an asset and still have the benefits of ownership during […]