December 2017 - Prosperity Law Associates

The Federal Portability Series: What Is It And Does It Affect You?

Estate Planning

by Suzanne Poitras | Dec 19, 2017 | Estate Planning

This week, I need to bring an issue to light which many people do not know about. The topic of discussion is Federal Portability, which relates to estate tax exemptions. While it’s not as important as it once was, the exemption status and rules should still be...

by Suzanne Poitras Dec 19, 2017 No Comments

Charitable Trusts, Part II: Understanding The Major Tax Benefits

Estate Planning

by Suzanne Poitras | Dec 5, 2017 | Estate Planning, Trusts

Last week, I blogged about charitable trusts and donor-advised funds from a high-level. As promised, this week, I will be diving deeper into the benefits, focusing specifically on the tax benefits of implementing either a charitable remainder trust (CRT) or a...

by Suzanne Poitras Dec 5, 2017 No Comments

The Federal Portability Series: What Is It And Does It Affect You?

Charitable Trusts, Part II: Understanding The Major Tax Benefits

Recent Posts

Recent Comments

Archives

Categories