Don’t Forget the “Why”

Don’t Forget the “Why”

Anyone who’s attended an estate-planning conference or read print or online media recently can’t escape the trend: Charitable planning is a hot-button issue. The specific topic may be the convenience of a donor-advised fund, the benefits to a family of establishing a private foundation (PF), the tax wisdom of donating appreciated property, the economic b

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

TAGS: Philanthropy
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish