For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One ph...
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Watch the video below on Catholic Estate Planning. we make clear why it is important for estate planners to be mindful of how Catholic religious imperatives and views affect financial and estate planning. View ...
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On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust...
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Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious ...
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In this video, we will cover: Basics of Income Taxation of Estates and Non-Grantor Trusts Differences in the Income Tax Charitable Deduction for Individuals, of the One Site, and Estates and Trusts on the Other...
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This webinar covers: - The intersection of charitable giving and estate planning including income tax and state estate tax reduction. - How one can obtain the full benefit of a significant charitable donation w...
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A term that explains how certain things go out of vogue and are replaced with another innovation or technology....
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It refers to the system where the forces of demand and supply determine the prices of commodities and the changes therein. It is the buyers and sellers who actually determine the price of a commodity....
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Avoiding income tax The higher the return, the higher the reduction The power of Compounding...
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