Estate Planning

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 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