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February 2010
Federal Estate Tax—Where Art Thou?
Congress left Washington in December without extending the federal estate tax (FET).

Tips on Timing Your Year-End Charitable Gift

Now That the Market Has Recovered Significantly from Its March Lows, There Is Still Time Left To …

“Backstopping” Your Gift Through an Estate Provision — Part Two

Current Status of Potential Estate- and Gift-Tax Changes

Energizing a Dormant Asset: The Deferred Variable Commercial Annuity Contract

“Backstopping” Your Gift Through an Estate Provision — Part One

Lock In Gain on Your Bonds with a Gift Annuity Before Interest Rates Rise

Your Home Can Provide Versatile Gift Options: Low Interest Rates Increase Your Benefits

Now Is the Time to Benefit Charity and Preserve Assets for Yourself or Heirs Later with a Charitable Lead Trust

Bursting Bubbles Create Estate-Planning Opportunities

Act Now! Catch the Benefits of Current Higher Gift Annuity Rates Before They Fall in February

A Charitable Antidote to a Volatile Bear Market

Create Your Own Good News in Troubled Financial Times: 7 Charitable Year-End Strategies

IRA "Roll Over" Keeps On Rolling

A Safe Harbor Amidst Financial Turbulence

Meet Your Personal, Charitable, and Financial Goals with a Bargain Sale

Think Outside the Box with Gifts of Noncash Assets—Part Two

Think Outside the Box with Gifts of Noncash Assets—Part One

Act now! Catch the benefits of current higher gift annuity rates before they fall in July

The Good News for Charitable Gifts Under the Alternative Minimum Tax

Keeping Your Will Up to Date and Safely Stored Will Provide You with Peace of Mind

Assisting Family Members Through Charitable Giving

Give It Away Twice: Once to Charity, Once to Family—Part Two

Give It Away Twice: Once to Charity, Once to Family—Part One

BEFORE IT'S TOO LATE ... Last Minute Charitable Moves for 2007

Plan Now for "Kiddie Tax" Changes in 2008

"Roll Over" Your IRA Assets Before 2008

Using CRT's to Meet Your Goals

Transfer Techniques—Part 3

Transfer Techniques—Part 2

Wealth Preservation and Family Transfers

Your Will—Ensure Your Wishes

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