See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...
The Cost of Thanksgiving
It's costing us a little bit more for that turkey feast with all the fixins' this year, according to the American Farm Bureau Federation. The cost of the entire meal is going up, despite the fact that the price...
A charitable gift is considered made on the “date of delivery.” Establishing that date is important. It determines: (1) the tax year in which the gift is deductible; (2) the value of the gift for assets that fluctuate in value ...
Regular readers of this column will notice something different—there’s no Deloitte disclaimer at the end. I’ve retired from Deloitte effective the end of November. I’m not leaving the profession, though: Stay tuned for the...