Professional Advisors' Reference Library

Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.

Split Interest Trusts 

• Choosing the Right Charitable Remainder Trust
• Lessons From the Experts
• How Investment Decisions Affect Life Income Gifts
• Always a Day Away
• The Charitable Lead Trust: A Phenomenal Estate Planning Tool
• A Guide to Early Termination of a Charitable Remainder Trust
• Charitable Remainder Trusts: Robust Yet Underused Scenarios

Planned Giving 

• Gift Planning Basics: Matching Methods to Motives
• Maximize Memorials for a Lasting Influence
• Charitable Planning Mistakes to Avoid
• Testamentary Gifts to Help Children and Grandchildren

Retirement/Estate Planning 

• The QTIP Trust—Benefiting the Blended Family
• Misconceptions About Living Wills, Health Care Proxies and End-of-Life Decisions
• Family and Charitable Planning for Retirement Accounts

Life Insurance

• "Free Insurance": Problems and Pitfalls in the Charitable Sector
• Strategies That Use Life Insurance as a Charitable Component