Monthly Archives: September 2015

Should a CRT be part of your estate plan?

To benefit a charity while helping ensure your own financial future, consider a charitable remainder trust (CRT): For a given term, the CRT pays an amount to you annually (some of which generally is taxable). At the term’s end, the … Continue reading

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Make tax-free gifts with a minor’s trust

Do you want to make annual exclusion gifts to your young children or grandchildren but are worried about giving minors unfettered access to the funds?  Then a Section 2503(c) minor’s trust might be the solution. For a transfer to qualify … Continue reading

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Estate vs. income taxes: The estate planning focus is shifting

Until recently, estate planning strategies typically focused on minimizing federal gift and estate taxes, such as by giving away assets during life to reduce the taxable estate. Today, however, the focus is shifting toward income taxes. Since 2001, the federal … Continue reading

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