Charitable giving

Creating a Charitable Legacy- What to Know About Forming a Private Foundation.

Topics: Charitable giving, Estate planning

Private foundations can play an important part in achieving the philanthropic goals of the charitably-inclined. While expensive to form and maintain, private foundations create a lasting charitable legacy and can provide a family with a cohesive structure to engage in long-term charitable giving. As part of the formation process, a donor should carefully consider the…

Happy Holidays: A Few Simplified Charitable Giving Approaches Using Life Insurance

Topics: Charitable giving, Estate planning, General life insurance

Thursday, December 3, 2015WRM#15-44 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…