The recent rising 7520/AFR interest rate impacts the present value of a fixed annuity, and what this has implied as yields on mid-term Treasuries rose rapidly in recent months for tax planning ...

Recognizing the increased financial need of charitable organizations in a post-pandemic world, as well as the possibility of a decreased federal estate tax exemption without congressional action by ...

'Tis more blessed to give than receive. Especially when charitable remainder unitrusts are involved. Properly set up and administered, a charitable unitrust makes benefactors the beneficiaries - of ...

A charitable lead annuity trust (CLAT) using a low Internal Revenue Code Section 7520 rate can be more transfer-tax effective than a charitable lead unitrust (CLUT) if property passes to children. But ...

Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

FARGO - The Fargo-Moorhead Community Theatre unveiled its newest star Thursday. Doug Burgum, on behalf of the Katherine Kilbourne Burgum Charitable Lead Unitrust, presented the organization with ...

Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...

Attention insiders: Dive deeper into market movements and stay ahead of the curve with Benzinga Pro! From up-to-the-second news to audio squawks and interactive data tools, it's everything you need to ...

In a recent Private Letter Ruling, (PLR 201845014 (released Nov. 9, 2018)), the Internal Revenue Service ruled that you can’t get around the rule that payments from a charitable unitrust can’t go ...

Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...