Thursday, July 25, 2013

Insomnia Cures


I came across 3 articles from Financial Planning Magazine that might be worth your time to glance over.  Admittedly this is first class Geek reading, but the Donor Advisor Fund article may offer some info you didn't know.  The article on Charitable Trusts focuses on Charitable Lead Trusts which are extremely rare, but it is important to know the concept of "Valuation Discounts" since it applies to any number of potential real and personal property gifts.  Finally, the Advisor article might be a good one to send to those Financial Advisors you've been courting.   Bottom line - read these when counting sheep is just not working!
 
 





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