On Feb. 26, a panel of alumni experts spoke to the Princeton community in New York City on how issues of global mobility affect marital rights and citizenship, inheritance, trusts and taxation, and charitable giving. The event was hosted by Ellen Kratzer ’84, and presented by the Office of Gift Planning.
How Much Can I Spend in Retirement?
Wade D. Pfau, PhD *03, Professor of Retirement Planning, The American College
For those of us wishing to retire one day, we are increasingly responsible for figuring out how to save during our working years and converting these savings into sustainable income for an ever-lengthening number of retirement years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Retirees have one opportunity to build a successful plan. It is not an easy task, but it is manageable. It this webinar we consider retirement risks and how to approach building a plan to meet the financial goals of retirement while managing these risks.
The Annual Giving Legacy Program: Generosity Pays!
Gifts made in the form of a gift annuity or charitable trust—gifts that make payments to the donor or other beneficiaries for life or a term—can now be credited to reunion giving campaigns starting at the 50th. Learn about the tax considerations and ways donors use these giving structures to diversify their retirement income, avoid or reduce capital gains tax, and move assets out of their estate.
Presented by Jennifer Jordan McCall ’78, Partner, Estates, Trusts & Tax Planning, Pillsbury Winthrop Shaw Pittman LLP
Most of us work very hard to achieve financial security for ourselves and our families. It can be shocking to find out that falling prey to unforeseen traps may negatively impact our personal and financial safety. Learn how to identify warning signs before issues arise and safeguard your assets and loved ones.
Presented by Ron Brown ’72, Author of “A History of Charitable Gift Planning”
Princeton has been shaped by magnificent bequests and planned gifts, from the Scheide Library and the Graduate College campus to founding bequests in the 1700s. This richly illustrated webinar features Princeton heroes such as George Washington and James Madison, gifts of important manuscripts, paintings, and objects, and the fruits of endowed funds.
On Saturday, June 1, nationally recognized experts Jennifer Jordan McCall '78, T. Randolph "Randy" Harris '72, and Victoria Baum Bjorklund '73 shared their thoughts on how to preserve your assets for your family and charities by avoiding bad choices and unscrupulous individuals in relationships, investments, and businesses.
Princeton’s Office of Gift Planning hosted a special event in October for financial planners, wealth managers, and trust and estate counsel, featuring presentations by Charles D. “Skip” Fox IV ’75, Jennifer Jordan McCall ’78, and James “Jay” Hughes Jr. ’64 on tax reform and relationship issues related to legacy planning.
A special event for financial planners, wealth managers, and trust and estate counsel featuring presentations by Charles D. "Skip" Fox IV '75, Jennifer Jordan McCall '78, and James "Jay" Hughes Jr. '64 on tax reform and relationship issues related to legacy planning.
December 2017 brought the most significant overhaul of the U.S. tax code since 1986, with profound impact on individuals, trusts, estates, and businesses-at least until 2025 when key provisions may expire. Princeton’s Office of Gift Planning hosted a breakfast for 1746 Society members at Reunions that featured a panel of Princetonian experts discussing recent changes in taxes and what they mean for individuals, trusts, and estates.