by Lauren Hinds | Dec 19, 2016 | Estate Planning, Financial Planning
By Patrick Amey At KHC Wealth Management, we often get many questions about trusts. See below for a glossary of the various types of trusts. A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated...
by Joni Lindquist | Oct 26, 2016 | Financial Planning, Investments
By Joni Lindquist For years, the rules allowing for a tax-free Qualified Charitable Distributions (QCD) directly from an IRA to a charity has been part of Congress’s year-end tax extenders. This created a scramble for people who wanted to use the QCD but did not know...
