What nonprofits need to know about alternative investments
With today’s economic uncertainty, businesses, including nonprofit organizations, are [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
Nonprofits: Do your due diligence before taking out a loan
Most Americans take out loans at some point in [...]
Crowdfunding comes with tax risks
Crowdfunding campaigns are designed to raise money for individuals [...]
What do you know about Form 990? Board review can benefit nonprofit governance.
Most board members know- or should know- that the [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]