TITLE

Barbara Culver on Philanthropic Planning

AUTHOR(S)
Saville, Anita
PUB. DATE
August 1997
SOURCE
Journal of Financial Planning;Aug1997, Vol. 10 Issue 4, p64
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
Interviews Barbara Culver, co-owner of the Culver-Freeman Group Inc., on the role of philanthropy in estate planning. Reason why Culver emphasized charitable giving in her practice; Information on how charities help Culver find clients; Factors that motivate clients to make charitable gifts besides taxes.
ACCESSION #
9708310927

 

Related Articles

  • Exemptions to the rule. Hutchison, Julie // Money Marketing;5/20/2010, p45 

    The article offers tips on how to minimize inheritance tax (IHT) in Great Britain. It mentions the variety of exemptions for IHT such as the Nil-rate band and annual exemption of 3,000 pounds which can be carried for one year . It also notes the exemption for charities legacies under wills or...

  • CLIENT REPORT.  // National Public Accountant;Jul2003, p44 

    Deals with the use of a program of giving gifts in estate planning in the U.S. Advantages of a carefully planned gift-giving program; Value of gifts in income tax planning; Worth of gifts that can be given per recipient per year free of gift tax.

  • CONCLUSION.  // Your Massachusetts Wills, Trusts & Estates Explained Simply: Imp;2009, p221 

    The article discusses the aspects to consider after having an estate plan. It emphasizes the need to set one's own pace and find people with whom one is comfortable to work with. It stresses that it is appropriate to reward oneself after going through difficult things in creating an estate plan....

  • CONCLUSION.  // Your Michigan Wills, Trusts & Estates Explained Simply: Importan;2009, p229 

    The article discusses the aspects to consider after having an estate plan. It emphasizes the need to set one's own pace and find people with whom one is comfortable to work with. It stresses that it is appropriate to reward oneself after going through difficult things in creating an estate plan....

  • Advisers busy as gift deadlines draw close. PARK, MICHELLE // Crain's Cleveland Business;11/12/2012, Vol. 33 Issue 44, p0001 

    The article reports on the increased demand for estate planning and gift-related services among local attorneys, wealth managers and accountants in Ohio as wealthy individuals want to gift millions of dollars to people tax-free as deadlines draw close. Clients see risk in the tax exemption....

  • The death tax is still alive. DeWitt, Ken // Commercial Carrier Journal;Jan2006, Vol. 163 Issue 1, p36 

    The article several steps that U.S. citizens should take into consideration in estate planning, as suggested by certified public accountant William Tate. The steps include drafting of solid documents, selection of beneficiaries, assurance that assets are properly titled separately and...

  • Relocating? Review your estate plan first.  // Consumer Reports Money Adviser;Sep2006, Vol. 3 Issue 9, p6 

    The article presents tips in reviewing estate plans when relocating in the U.S. It details the revisions made by the U.S. Congress to the federal estate-tax law in 2001. It explains the federal and state laws regarding gift taxes. Also, it provides information on the common-law system of...

  • Wild Ones Legacy.  // Wild Ones Journal;Sep2011, Vol. 24 Issue 5, Special section p14 

    The article discusses the Wild Ones Legacy Program, which is designed to assist benefactors in planning their estates. The concept intends to provide a source of funding for the important programs of the Wild Ones, and to help donors avail of the benefits of using their estate plans to support...

  • CHARITABLE ESTATE PLANNING -- NOT JUST FOR THE BUFFETTS. Matt, Charles // Life Insurance Selling;Aug2010, Vol. 85 Issue 8, p57 

    The article discusses the implications of charitable estate planning. It indicates that wealth is unnecessary to donate to favorite charities after death, but through careful estate planning, middle-income clients can make significant gifts and provide for their families. It notes that...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics