Most gift planners can only dream about it — a life estate gift annuity funded with the remainder value of a California oceanside estate that eventually sells for $25 million. Though the sheer magnitude of the gift was the focus of much media attention, Give & Take found that the more important story here for …Read More

Gift planners and many donors are aware of the basic tax benefits of gifts of appreciated securities such as stocks, bonds, or mutual funds. Such assets given to qualified charities may be deducted at their full fair market value from federal taxable income for the year of the donor’s gift. The donor thereby enjoys a …Read More

The role of women in our nation’s economy has changed dramatically over the past 100 years. In the 20th century women entered the paid workforce in greater numbers and, therefore, earned and controlled more money than women in earlier generations. And because of estate tax laws that allow assets to be left to spouses free …Read More