Quick ReadA CRT under 26 U.S.C. § 664 lets retirees transfer appreciated stock to a trust, sell it tax-free, and receive ...

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

This article highlights the importance of strategic litigation planning in charitable estate planning. Properly structuring testamentary gifts involves navigating complex rules around estate tax ...

Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and you by considering contribution strategies throughout the year and implementing them well ...

Tax-advantaged charitable gifts, also known as planned gifts, offer a unique opportunity to maximize the tax code's benefits. This goes beyond the standard deduction for charitable donations. Our ...

Beginning in 2026, non‑itemizers may claim an above‑the‑line deduction for cash charitable contributions of $2,000 for married joint filers and $1,000 for single filers. Contributions of property, ...

A trust can be a useful estate planning tool, in addition to a will. You can use a trust to remove assets from probate, ...

"Your clients can use up to $53,000 of their IRA's Required Minimum Distributions (RMDs) to make life-income charitable gifts." Your clients can use up to $53,000 of their IRA's Required Minimum ...

BOSTON, Nov. 3, 2025 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others"), a nonprofit dedicated to amplifying, celebrating, and inspiring the charitable work of the ...