Author Archives: Paul Caspersen

National Estate Planning Awareness Week, Oct 16-22, 2023

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Unlocking the Potential of Charitable Remainder Trusts (CRTs) – Part 1

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Overview of the Taxation of Life Income Vehicles: Charitable Remainder Trusts vs. Charitable Gift Annuities

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Strategic Philanthropy: Maximizing Benefits through S Corp Stock Gifting

The strategic gifting of S corp stocks offers a powerful combination of philanthropy and fiscal prudence. Understanding these scenarios and incorporating them into the financial and philanthropic plans of your clients can aid them in maximizing their generosity and tax savings, creating a win-win situation for all parties involved.

The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks

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3 Methods of Using Life Insurance for Charitable Planning

Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to the charity and also provide tax or other financial benefits to the donor, life insurance can be used in situations in which other assets can’t. Planning considerations with life insurance are complex, owing to issues based on tax, insurance, and securities law. Here are various ways life insurance is used in charitable giving.

Testamentary CRUT with Income Between Spouse and Charity

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Transformational Charitable Gifts Through Collaboration

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