Skip to Content

Resource Center

Category: Estate Planning

How Tax Reform Could Impact Non-Profits

Mar 8, 2018 - by

The recent tax reform created changes relating to charitable giving for both individuals and entities. As a non-profit what does that mean for you? The below summary will help you understand how the tax law changes relate to charitable giving and how you can prepare.  Individual Income Tax The tax […]

Planning for the New Death Tax

Sep 16, 2016 - Alerts by

“It’s not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change” – Charles Darwin Formula estate tax clauses in trusts have long been a staple planning strategy to protect families from the estate tax. With […]

Protecting Charitable Gifts from a Charity’s Creditors

Dec 1, 2015 - Alerts by

An unfortunate, but increasing reality is that some charities are electing to file for bankruptcy to deal with creditors. Sometimes these creditors arise from unexpected litigation and others from declines in revenue and weakness in the economy. Unlike businesses, charities cannot be forced into bankruptcy by their creditors, they must […]

Use It or Lose It – Exemptions Expire Soon

Sep 20, 2012 - Alerts by

In December 2010, the federal gift and estate tax exemption was temporarily increased through 2012.  As a result, a person can transfer up to $5.12 million without paying gift tax.  A married couple can combine their exemption and transfer $10.24 million tax free. Unless Congress and the President agree before the […]

Page 1 of 212
  • Super Lawyers
  • Best Law Firms
  • ALFA
  • Chambers