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Tag: Charity

5 Ways You Can Leave Your Legacy

Written by Kevin Quinn on August 2, 2021. Posted in Asset Protection, Charitable Giving, Estate Planning, Giving, Inheritance, Life Insurance, Trusts, Wills.

5 Ways You Can Leave Your Legacy August is What Will Be Your Legacy month, and this is the perfect time to think...

529, August, Benenficiary, Charitable Foundation, Charitable Lead Trust, Charitable Remainder Trust, Charity, Education Trust, Estate Planning, Estate Planning Attorney, Leave Your Legacy, Legacy, Living Trust, Personal Property Memorandum, Specific Distribution, Tangible Personal Property, Trust, Trust Planning

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Estate Planning Meets Tax Planning

Written by Kevin Quinn on March 8, 2021. Posted in Beneficiary Designations, Estate Planning, Tax Planning, Trusts.

“By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax...

Charity, Donation, Estate Planning Attorney, Inheritance, Inherited IRA, Retirement Plan Beneficiary Designation, Revocable Trust, Roth, Tax Brackets, Traditional IRA, Will

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How Does a Charitable Trust Work?

Written by Kevin Quinn on January 20, 2021. Posted in Charitable Giving, Trusts.

While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that...

Annuity, Capital Gains, Charitable Remainder Trusts, Charity, Estate Planning Attorney, Foundation, Lead, Nonprofit Organizations, Remainder, Unitrust

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Preparing Children for Inheritances in the Future

Written by Kevin Quinn on July 29, 2020. Posted in Asset Protection, Beneficiary Designations, Charitable Giving, Current Affairs, Estate Planning, Giving, Guardian, Inheritance, IRA Planning, LCPC, LGBT, Miscellaneous, Retirement Planning, Tax Planning, Trusts, Wills.

“By discussing finances with your children early and often, you can set them—and future generations—up for...

Charity, Financial Education, Guardians, Inheritance, Investing, Wealth Retention

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