Public Charity

Ten Planning Strategies to Protect Family Wealth from U.S. Estate Taxes

Leave a Comment / Charitable Remainder Trust, Family Limited Partnership, Foreign Trust, Insurance Trust, Irrevocable Trust, Land Trust, Private Foundation, Public Charity, Qualified Personal Residence Trust / By Locksley A. Rhoden, P.L.

With the Democrats taking control of the both the executive and legislative branch for the first time in a decade, President Biden’s tax policy ideas are anticipated. . .

Planned Giving For Charitable Impact: 6 Tips For Leaving A Lasting Legacy Of Philanthropy

Leave a Comment / Beneficiary Designations, Charitable Bequests, Lifetime Gifts, Private Foundation, Public Charity / By Locksley A. Rhoden, P.L.

Sometimes, it really is better to give than receive. This is especially true for those hoping to fulfill philanthropic ambitions by donating portions of their wealth to an IRS tax-exempt charitable organization. This type of charitable impact planning allows donors to benefit their favorite charity while limiting their U.S. income and estate tax exposure, and …

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The law offices of Locksley A. Rhoden, P.L. dba The Wealth Protection Firm is a boutique personal services law firm specializing in
business, taxation, charitable organizations, trust and estate planning, probate administration, trust administration, probate litigation, trust litigation and IRS representation.

We provide our clients with comprehensive and customized planning solutions designed to protect assets, insulate liability
exposure, minimize taxes and plan the transition of ownership and control of family wealth to future generations.

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