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May 2012

Planning Your Gift


The question is not only how much to give, but also which assets.

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Previous Articles
Thinking About Selling a Rental House but Don't Like Paying Tax on the Gain?
Supporting a Family Member Can Benefit Both Charity and You
Recently Retired? Create a Source of Additional Income That Can Increase—and Avoid Capital-Gain Tax

Diversify Your Concentrated Holding with a Charitable Trust
Federal Estate Tax Indexed for Inflation for 2012
Tips on Timing Your Year-End Charitable Gift
Just How Many Federal Estate-Tax Returns Are Being Filed?
Considering a Roth IRA Conversion? Get a Loan to Pay the Tax, and Accelerate Your Gifts?
The Income Tax That Death Does Not Kill
Building an Estate-Planning Team
Maximize Your Tax-Free IRA Rollover Opportunities
Charitable Gifts of Life Insurance
A Gift of an Income Interest in a Charitable Life-Income Plan
Estate Planning and Credit Shelter Trusts—Do They Still Play an Important Role?
Federal Estate Tax Modified 
The New Estate, Gift, and Generation-Skipping Tax Rules
Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Tax Act)

 

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