The recent rising 7520/AFR interest rate impacts the present value of a fixed annuity, and what this has implied as yields on mid-term Treasuries rose rapidly in recent months for tax planning ...
Recognizing the increased financial need of charitable organizations in a post-pandemic world, as well as the possibility of a decreased federal estate tax exemption without congressional action by ...
A charitable lead annuity trust (CLAT) using a low Internal Revenue Code Section 7520 rate can be more transfer-tax effective than a charitable lead unitrust (CLUT) if property passes to children. But ...
'Tis more blessed to give than receive. Especially when charitable remainder unitrusts are involved. Properly set up and administered, a charitable unitrust makes benefactors the beneficiaries - of ...
When the rich give to charity, they find a way to get the most bang for their buck. The Waltons, the billionaire family of Walmart heirs, have saved at least $3 billion in estate taxes, according to ...
FARGO - The Fargo-Moorhead Community Theatre unveiled its newest star Thursday. Doug Burgum, on behalf of the Katherine Kilbourne Burgum Charitable Lead Unitrust, presented the organization with ...
Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...
Attention insiders: Dive deeper into market movements and stay ahead of the curve with Benzinga Pro! From up-to-the-second news to audio squawks and interactive data tools, it's everything you need to ...
Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...