Tag: Gifting

On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – March 2014

In this issue:
“529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
“Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP®
“Family Wealth Transition Plan” by Ross. W. Nager, CPA

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POSTED IN: Estate Planning, On Watch, Planning

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On Watch – November 2011

In this issue:
“Have I Got a Great (Direct) Deal for You!” by D. Fort Flowers, Jr., CFA
“Should You Make Gifts?” by Ross W. Nager, CPA
“What Are The Important Papers?” by Leslie Kiefer Amann, JD

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POSTED IN: Administration, Investments, On Watch, Philanthropy

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