by Christine Brown | Apr 27, 2017 | Charitable Trust, Estate Planning |
When it comes to estate planning, most of us are aware of the common things we need to discuss with our Long Beach trusts and estates attorney. There are so many financial concerns, legal concerns, and even personal concerns regarding a person’s inheritance and other...
by Christine | Apr 28, 2015 | Asset Protection, Charitable Remainder Trust, Charitable Trust, Elder Law, Estate Planning, Estates, Inheritance, Living Trust, Probate, Trusts, Wills |
Detroit businessman Dick E. Morand is giving to the causes close to his heart. Morand died in Detroit in 1977 at the age of 87. He was founder and owner of D.E. Machinery Company and was vice president of Addy-Morand Machinery Company. His wife, Helen, died in 1976...
by Christine | Jan 7, 2013 | Charitable Giving, Charitable IRA Rollover, Charitable Organization, Charitable Trust, Fiscal Cliff, Tax Deductions, Tax Exempt, Tax Planning, Taxes |
Unless an IRA is a Roth, the account owner must take yearly minimum required distributions starting at age 70½ and pay tax on the withdrawals. With the charitable IRA rollover, as it is called, the donation can count against the minimum required distribution...
by Christine | Dec 20, 2012 | Charitable Giving, Charitable IRA Rollover, Charitable Organization, Charitable Trust |
Each year at this time, out of some combination of generosity and procrastination, millions of Americans rush to make donations to the causes and institutions important to them. It is a beautiful thing, but it is also something of a scramble. As the end of the year...
by Christine | Feb 16, 2012 | Charitable Foundation, Charitable Giving, Charitable Trust, Estate Planning |
This Year's Most Generous Billionaire Philanthropist Has Been Dead Since 2006 It’s pretty impressive to top the Chronicle of Philanthropy’s list of America’s 50 most generous donors, but it just defies the imagination to make the list 5 years after passing away....
