Article Archive

Current Featured Article
August 2017

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...


Previous Articles
A Charitable Solution for Low Return on Your Investments
IRA Rollover Can Reduce Tax on Social Security Benefits
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
A Charitable Solution to an Unwelcome Surprise
Double Duty: A Gift to Charity and to Family
Six Ways to Transfer Assets
Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
You Can Make a Gift to Charity and Recover Your Capital
You Have Charitable Options for Your Required Retirement-Plan Distributions
Overseas Travel Often Triggers Estate Planning
5 Reasons People Delay Making or Updating Their Wills
Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Ask Yourself These Four Questions When Planning a Charitable Gift
“Twilight Relationships” Require Careful Planning
Four Easy Ways to Make a Future Gift Without Changing Your Will
Charitable Gifts Can Help Reduce Estate Taxes

Next Steps


©Planned Giving Content, Pentera Inc. All rights reserved.