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GIFT PLANNING

Current Featured Article
March 2010

Repeal of the Federal Estate Tax for 2010: A Follow-Up on Last Month's Article
Last month's article discussed the mess visited upon American taxpayers by Congress by failing to either extend the then-existing federal estate tax (FET) provisions of 2009 or enact new provisions.

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Previous Articles
Federal Estate Tax—Where Art Thou?
To Convert to a Roth IRA or Not?
Tips on Timing Your Year-End Charitable Gift
Now That the Market Has Recovered Significantly from Its March Lows, There Is Still Time Left To …
“Backstopping” Your Gift Through an Estate Provision — Part Two
Current Status of Potential Estate- and Gift-Tax Changes
Energizing a Dormant Asset: The Deferred Variable Commercial Annuity Contract
“Backstopping” Your Gift Through an Estate Provision — Part One
Lock In Gain on Your Bonds with a Gift Annuity Before Interest Rates Rise
Your Home Can Provide Versatile Gift Options: Low Interest Rates Increase Your Benefits
Now Is the Time to Benefit Charity and Preserve Assets for Yourself or Heirs Later with a Charitable Lead Trust
Bursting Bubbles Create Estate-Planning Opportunities
Act Now! Catch the Benefits of Current Higher Gift Annuity Rates Before They Fall in February
A Charitable Antidote to a Volatile Bear Market
Create Your Own Good News in Troubled Financial Times: 7 Charitable Year-End Strategies
IRA "Roll Over" Keeps On Rolling
A Safe Harbor Amidst Financial Turbulence
Meet Your Personal, Charitable, and Financial Goals with a Bargain Sale
Think Outside the Box with Gifts of Noncash Assets—Part Two
Think Outside the Box with Gifts of Noncash Assets—Part One
Act now! Catch the benefits of current higher gift annuity rates before they fall in July
The Good News for Charitable Gifts Under the Alternative Minimum Tax
Keeping Your Will Up to Date and Safely Stored Will Provide You with Peace of Mind
Assisting Family Members Through Charitable Giving
Give It Away Twice: Once to Charity, Once to Family—Part Two
Give It Away Twice: Once to Charity, Once to Family—Part One
BEFORE IT'S TOO LATE ... Last Minute Charitable Moves for 2007
Plan Now for "Kiddie Tax" Changes in 2008
"Roll Over" Your IRA Assets Before 2008
Using CRT's to Meet Your Goals
Transfer Techniques—Part 3
Transfer Techniques—Part 2
Wealth Preservation and Family Transfers
Your Will—Ensure Your Wishes


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