Charitable Giving – Part 2
For the second part of our charitable giving overview, we will discuss three techniques including charitable remainder trusts, charitable lead trusts, and the use of life insurance.
Charitable Giving – Part 1
In Part I of this two part series, we will discuss using cash or appreciated securities, a Donor Advised Fund, IRA distributions and a bequest through your will.
Tax Tips Ahead of Tax Day 2020
It may be too late for significant planning to reduce your tax bill for 2019, but there are a few things you can do now to put yourself in the best position possible.
Two Ideas for the New Year
Spousal Lifetime Access Trusts (“SLAT”) & Qualified Personal Residence Trusts (“QPRT”)
As part of MAI's quest to educate our clients on various financial planning tools, we're providing Q&A regarding trusts.
Managing Concentrated Stock Positions
In this edition of MAInsights, we will provide a brief synopsis of the primary solutions available to manage the risk associated with concentrated stock positions.