Blog

Month: July 2018

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust

If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND supporting your favorite charity.  A CRT is a “split-interest” trust, meaning… Read more »

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

Probably every parent who has watched the news lately has felt the heartbreak  over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations.  As you likely know, the administration’s new “zero-tolerance” policy has led to the separation of more than 2,300 children from their parents at the U.S.-Mexico border… Read more »