Charitable planning in 2015: Weighing the pros and the cons
December 16, 2014 by Warren S. Hersch
The Internal Revenue Code, revised two years ago as part of a down-to-the-wire tax bill, made the estate tax a non-issue for all but the most affluent individuals. But the legislation incentivized charitable planning for those endeavoring to avoid higher taxes on income, capital gains and dividends; and to dispose of policies rendered unnecessary by the new tax regime.
Historically low interest rates now favor certain planned giving techniques over others.
Originally Posted at LifeHealthPro on December 11, 2014 by Warren S. Hersch.
Categories: Industry Articles
