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Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Forecast Calls for Remainder Trust Sprinkling
Some clients interested in establishing charitable remainder trusts may want to retain flexibility when it comes to naming income beneficiaries . . . more 
Converting and Contributing
Clients who might consider converting their traditional IRAs to Roth IRAs often have second thoughts when they realize there will be an income tax price tag attached . . . more 
Despite Tax Reform Uncertainty, Some Gifts Still Make Sense
Tax reform is on the agenda for 2017. Whether it will happen and what shape it will take are still question marks . . . more 
End-of-Life Charitable Gift Planning
Estate planners of a certain age may remember when deathbed gifts to charity were doubly advantageous from a tax standpoint . . . more 

Content courtesy of R&R Newkirk.
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