Estate Planning

Consider a charity’s goals when contemplating the right type of gift

An understanding of basic compound interest theory is needed

Keeping up with the changes in the charitable world

The Uniform Voidable Transactions Act (UVTA), which amends and replaces the better known Uniform Fraudulent Transfer Act, was adopted by the National Conference of Commissioners on Uniform State Laws in 2014.1 Currently, nine states have...

• New revenue procedure allows do-it-yourself process to complete a rollover despite missing the 60-day deadline—In Revenue Procedure 2016-47, the Internal Revenue Service created a do-it-yourself process that may allow taxpayers who...

Executrix held personally liable for post-death transfers

Conflict takes a backseat to tax policy concerns

New IRC provisions reflect U.S. Supreme Court ruling on same-sex marriages

The beloved actor will also be remembered for his philanthropy