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 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...
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