Updated Tuesday, September 2, 2014 as of 7:50 PM ET

What Does Tax Deal Mean for Charitable Planning?

As I have said before, many people look to coaches for solutions. I have been involved in a charitable planning strategy called GIVE for a while now, and wanted to see what the fiscal cliff resolution would do or not do for charitable planning.

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Comments (2)
Great interview as it GIVES (sorry but I couldn't resist) us insight into how clients can win, heirs can win by giving to charity, even though the government trys to control we can provide real solutions.
Posted by GARY W | Friday, January 18 2013 at 8:32AM ET
After more research we need to make a correction:

The estate tax limit is $5.25M for singles/$10.5M for married couples, not $5M/$10M.

Just want to make sure we are current.
Posted by matthew h | Thursday, April 04 2013 at 9:37AM ET
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