Securing the Future of Philanthropy In an increasingly unpredictable financial landscape, non-profit organizations face a perennial challenge: how to ensure long-term financial stability while fulfilling their immediate mission. Traditional endowment models, often heavily reliant on market performance, can expose vital programs to the whims of economic cycles. However, a sophisticated and increasingly popular solution is … Continue reading Annuity Funded Endowments: A Modern Approach to Non-Profit Sustainability
Category: Florida Gift Tax
Read posts on GetYourAnnuity.com about Florida Gift Tax in Florida.
Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform
The federal estate tax exemption stands at an unprecedented high, but impending changes loom on the horizon. Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) doubled the federal estate tax exemption from $5 million to $10 million, adjusted for inflation. As of 2023, the per-person federal estate tax exemption has soared to $12.92 … Continue reading Optimizing Wealth Transfer: Strategies for Estate Planning Under Tax Reform
