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The Charitable Education Trust: A Way for Parents and Grandparents to Help Family Members and Us
Posted January 2016

Many parents and grandparents have invested in a Section 529 plan to fund the college education of a child. ...

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70 1/2 or Older? IRA Charitable Rollover Is Back, and This Time It's PERMANENT!
Posted December 2015

The IRA charitable rollover has once again been renewed, but this time Congress has made it permanent.

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When Equal Is Not Equal, Charity Can Help
Posted November 2015

John, a widower, wanted to leave his children equal portions of his estate, so he decided to give each of them different assets of the same value.

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Adopting Charity at Any Age
Posted October 2015

A man and his wife, well into their seventies, recently described their estate plans like this ...

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