Charitable Planning Ideas

By: Linda Amato

Category:

This month’s Alert focuses on charitable giving. Often, people like to think of charitable giving at year-end. In addition to year-end giving for income tax purposes, a client may wish to think about including charitable...

Read more »

Planning for Retirement Assets Can be Difficult

By: Linda Amato

Category:

This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum...

Read more »

Last Chance for Estate Tax Savings?

By: Linda Amato

Category:

This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to...

Read more »