Which CRUT Shall It Be?
The charitable remainder unitrust (CRUT) comes in five flavors, each of which can be useful in certain donor situations. The donor’s goals should dictate which of the five will work best for them.
How the Medicare Surtax Affects Planned Gifts
December 14, 2012
For upper-income taxpayers, income from planned gifts is subject to the new 3.8% Medicare surtax which takes effect January 1, 2013. The IRS has just issued interim guidance on the new tax. Here are some details on how the surtax will apply to planned giving.
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