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The use of a Charitable Remainder Unitrust (CRUT) with the sale of a piece of property or a business is fairly well known. The CRUT allows the Donor to avoid the capital gains tax when the property is contributed to the trust and then sold...
Estate Planning With Significant Royalty Income
Significant royalty income presents some interesting challenges for planners trying to help the successful author or songwriter bring stability to his or her financial life. In most cases, royalty income for a particular work has a short lifespan.
Five Most Common Types Of Wealth Transfer Plans
Currently, in 2010 there is no estate tax, but in 2011 the estate tax exemption will revert back to $1,000,000 per person unless congress decides to raise the exemption amount or repeal the estate tax completely.
The Taxfree Family Legacy Trust
Wouldn’t it be great if there was a way to accumulate large amounts of income with no income tax, then distribute that accumulated income, tax-free, to your children and grandchildren?
What Is A Family Legacy Trust
The Family Legacy Trust is an irrevocable Trust that can be established during your life or at your death. It can be an extremely flexible and powerful tool that can not only provide for your family and future heirs financially, but also perpetuate your family’s values, faith and legacy.
Preparing A Family Document Portfolio
The Wall Street Journal reports that four out of five women will be widowed. In many situations, the husband has been handling all of the finances and keeping track of all of the important papers making a very awkward situation when the husband dies first.
The Impact of New Tax Laws on Charitable Giving
With the passage of the new Tax Act raising the estate tax exemption to $5,000,000, many
people in development offices across the country will see the glass as half empty and bemoan the
harsh impact that this new act will have on Planned Giving. I prefer to think of the glass now as
being half full or perhaps now even 2/3rds full, let me explain.
people in development offices across the country will see the glass as half empty and bemoan the
harsh impact that this new act will have on Planned Giving. I prefer to think of the glass now as
being half full or perhaps now even 2/3rds full, let me explain.
Spousal Charitable Retirement Trust
The Spousal Charitable Retirement Trust is tax advantaged alternative to the spousal rollover of an IRA which can provide more money to children and charity while still meeting the income needs of the surviving spouse.