July 11, 2024 Understanding inherited IRA rules for nonspousal beneficiaries under the SECURE Act This new rule requires beneficiaries to deplete the account within 10 years of the owner’s death.
July 1, 2024 Should you recommend a CLAT or a reversionary CLAT in wealth planning? Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
April 11, 2024 Strategic philanthropy: A look at charitable lead annuity trusts The CLAT provides a structured framework to craft a narrative of purposeful philanthropy.