Estate Planning Briefings

You can sell appreciated real estate and stock while avoiding capital gains tax, increasing your income, earning an immediate income tax deduction, and helping good causes. This video explains how.

Charitable remainder trusts have an inner logic that makes them easier to understand: This Video asks four simple questions that will help you understand how you can gain important tax and income benefits immediately through a gift that pays you.

How a woman parlayed a vacant lot into extra income for life, a married couple sold rental property tax-free and increased their lifetime income, and another couple created cash flow for themselves and later for their children through a tax-free sale of their apartment house.

This video explain how a charitable gift annuity pays you guaranteed fixed income for life, provides you with an immediate income tax deduction and possible bypass of capital gains tax—all while allowing you to support good causes.

Wills and Living Trusts are meant to do more than transfer what you own to others. These documents should also express the kind of person you are. This video shows how a revocable charitable bequest can add an exclamation point to a life well lived.