Charitable Planning

3 ASSETS TO CONSIDER WHEN CREATING A CHARITABLE REMAINDER TRUST

August 18, 2011 Comments Off on 3 ASSETS TO CONSIDER WHEN CREATING A CHARITABLE REMAINDER TRUST

Yesterday I posted an article entitled 8 Assets to Avoid Placing Into A Charitable Remainder Trust. Today, I want to follow that up with 3 suggestions for assets you can consider using when you create a Charitable Remainder Trust. Remember, each asset class is unique. You should work with your qualified estate planning attorney when […]

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Charitable Planning

8 ASSETS TO AVOID PLACING INTO A CHARITABLE REMAINDER TRUST

August 17, 2011 Comments Off on 8 ASSETS TO AVOID PLACING INTO A CHARITABLE REMAINDER TRUST

A Charitable Remainder Trust is a wonderful vehicle for taking Long Term Capital Gain property and converting it into Income Producing Property without the immediate tax hit from the sale of the property. You also get a nice income tax deduction for the gift into the trust. However, there are some assets that may not […]

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