Estate and Gift Planning
Why use a Charitable Lead Trust (CLT)?
Use of a Charitable Lead Trust (CLT) can accomplish multiple goals of income, gift and estate tax savings while providing benefit to charity as well as family members.—Deborah L. Anderson
What is a distributee and what do they mean for your estate plan?
Do you understand how distributees play a role in your estate plan?—Nicole A. Place
Individual Taxpayer Identification Numbers expiring December 31, 2019
ITINs, which do expire, are used by persons who are required to make U.S. tax filings and payments but are not eligible for Social Security Numbers. The IRS just issued information on ITINs which are expired or will expire on December 31, 2019.—Mary-Benham B. Nygren