May 15, 2009
As the jagged ripple of our economic situation continues to influence every aspect of our lives, a recent Wall Street Journal article on Gift Annuities caught my eye.
The article, “Donors Find Gift Annuities Can Stop Giving,” reviews how the market’s turmoil has sapped some charities’ ability to pay out promised yields.
This is an issue that [...]
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December 2, 2008
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(This is the third installment in a six-part series of powerful planning strategies that will help you take advantage of a down market and protect wealth.)
Here’s another great technique you can use to transfer wealth in an advantageous and unique way: gifting an asset’s appreciation while keeping its income.
An Intentionally Defective Grantor Trust (IDGT) is [...]
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