For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next ...
In Private Letter Ruling 202550004 (Dec. 12, 2025), the Internal Revenue Service ruled that a series of transactions that resulted in a charitable trust (the Trust) distributing all of its assets to a ...
Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...
It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...
For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.
The Journal of the San Juan Islands on MSN
SJICF awarded MJ Murdock Charitable Trust grant
Submitted by the San Juan Island Community Foundation. Read Story ...
PHOENIX--(BUSINESS WIRE)--Trustees of Virginia G. Piper Charitable Trust awarded a total of $6 million in unexpected grants to six of Arizona’s largest colleges and universities to advance their ...
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