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Article Type: Ask a Planner
Q: What are my options for an executor of my will or a trustee of my trust?
A: You have a variety of options when it comes to making this important decision:
Article Type: Ask a Planner
Q: How does this year’s SECURE Act affect my IRA giving?
A. What’s Changed:
1. Now you can continue to invest in your IRA after age 70 ½,
but if you do, those investments will reduce your annual
qualified charitable distribution limit. Talk to a trusted
advisor for further details.
2. You don’t have to take your required minimum distribution
until age 72.
Article Type: Ask a Planner
Q: What’s my deadline for year-end giving to my church and other ministries?
A: If you want to claim credit on this year’s taxes, the specifics vary according to what you plan to give:
Article Type: Ask a Planner
Q: In light of the current market, should I still consider giving stock?
A: Absolutely! Giving appreciated stock, real estate or other non-cash assets remains one of the most cost-effective ways to support your church or other ministries since you will receive a fair market value deduction at the time of your gift and avoid capital gains on the sale of appreciated assets.
Article Type: Ask a Planner
Q. What are my options for an executor of my will or a trustee of my trust?
A. You have a variety of options when it comes to making this important decision.
Article Type: Ask a Planner
Q: What kinds of gifts can I give in exchange for life income payments?
A: Surprisingly, there are a variety of gifts you can give in exchange for payments for life – everything from cash, publicly traded appreciated stock, real estate that has grown in value, farm machinery that is paid for and depreciated, and commodities such as grains, fruits or even livestock.
Article Type: Ask a Planner
Q: What do I need to know about the SECURE Act?
A: The SECURE Act legislation, intended to facilitate and enhance retirement savings, went into effect January 1.
Article Type: Ask a Planner
Q. Should I have my will updated by my attorney if it doesn’t mention digital assets?
A. Yes, it would be a good idea to update your will if it doesn’t mention digital assets.
Article Type: Ask a Planner
Q. What’s my deadline for year-end giving?
A. The specific gifts vary according to what you plan to give.
Article Type: Ask a Planner
Q. Can I give my stock to my church?
A. If you have stock you’ve owned for at least a year, and it has increased in value, this is much more cost effective than giving cash.