Many wealthy families desire to keep their primary residence and/or vacation homes in the family for several generations, many in perpetuity. There are over 8 million vacation homes in the United States alone, spread across places such as Arizona...
The surprising flexibility in the design of charitable gift annuities permits a donor to achieve his financial and philanthropic goals. In my June 2015 column, I reviewed the goals and aspirations of the three “Harrys’.” Harry...
