Recent Posts in Charitable Giving Category

Simple Charitable Planning Tips - Part Two

1) Make a list of organizations, and do your due diligence – it is important to be sure that the charitable institutions you plan to assist are actually furthering your objectives. ...
Continue reading "Simple Charitable Planning Tips - Part Two" »

Simple Charitable Planning Tips - Part One

Since we are in the midst of the season of giving, we thought this next blog series apropos. It is estimated that approximately 30% of a charity’s yearly donations are given to them in December. ...
Continue reading "Simple Charitable Planning Tips - Part One" »

How Can an Irrevocable Trust Benefit You? Part 2

Last time, we discussed asset protection and protection against estate, income, and capital gains taxes through irrevocable trusts. Here are some other benefits of irrevocable trusts: Special Needs If ...
Continue reading "How Can an Irrevocable Trust Benefit You? Part 2" »

How Can an Irrevocable Trust Benefit You? Part 1

Estate Tax Protection Insurance, real estate, brokerage and bank accounts, and other personal property can be transferred to your irrevocable trust to insulate the assets in your trust from inclusion ...
Continue reading "How Can an Irrevocable Trust Benefit You? Part 1" »

BREAKING NEWS: If you don't want to be stuck with Connecticut Estate Taxes read this now!

On May 4, 2011 Governor Malloy signed the budget bill that reduced the Connecticut estate tax exemption from $3.5 Million down to $2 Million. This change goes into effect on July 1, 2011, and will ...
Continue reading "BREAKING NEWS: If you don't want to be stuck with Connecticut Estate Taxes read this now!" »