Charitable Lead Trusts provides income to a charity for a specified number of years, with the remaining assets given back to the donor or the donor’s heirs.
Posts By: Charles A. Kerwood III, CFP®, ChFC®, AEP®
Charitable Gifts: Donor Advised Fund or Private Foundation?
Feeling charitable but don’t know which foundation to commit to? Here’s the differences and similarities of Donor Advised Funds and Private Foundations.
Estate Planning For Blended Families
Second marriages are common. Estate planning for blended families presents challenges to ensure that spouse and children are treated appropriately after the death of a spouse.
Dynasty Trust Planning – Passing On Your Values Along With Your Valuables
Dynasty Trust planning is designed to minimize the amount of taxes paid, predominantly estate, gift and generation-skipping taxes.
The Benefits & Pitfalls Of Joint Ownership
“Joint with Rights of Survivorship,” or “JTWROS,” is a type of ownership that affords two or more people equal ownership in an asset, which includes access.