Using securities that have gone up in value since you bought them is an excellent way to make a gift to WTIP – whether used ...

You've been hearing whispers about this strategy for years. Maybe your financial advisor mentioned it in passing, or you ...

For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...

If you have gifting to loved ones on your mind, here are some considerations related to taxes and logistics. Unless you’re ...

A corporation’s annual charitable contribution deduction cannot exceed 10% of the corporation’s taxable income Sec. 170 (b) (2) (A)), computed without regard to the following (Sec. 170 (b) (2) (D)): ...