The Power of Leveraging the Charitable Remainder Trust - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Power of Leveraging the Charitable Remainder Trust write by Daniel Nigito. This book was released on 2009-09-11. The Power of Leveraging the Charitable Remainder Trust available in PDF, EPUB and Kindle. A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
Charitable Remainder Trusts
Charitable Remainder Trusts - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Charitable Remainder Trusts write by Peter J. Fagan. This book was released on 1996. Charitable Remainder Trusts available in PDF, EPUB and Kindle. Over the next 30 years, somewhere between eight to ten trillion dollars of assets are going to pass from the generation over 55 to the next generation. The size of this inter-generational transfer is unparalleled in the history of the world. Creative solutions to the impact of estate taxes on the assets being transferred have to be found. One area where a financial advisor can help clients is in gaining an understanding of the positive effects of charitable giving and charitable trusts on estate planning. In Charitable Remainder Trusts, author Peter Fagan outlines information that enables people to make clear decisions about the distribution of their wealth. This book guides the reader through an in-depth look at one of the best strategies for reducing income and estate taxes while benefiting society.
Do Well by Doing Good
Do Well by Doing Good - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Do Well by Doing Good write by Keith E. Gregg. This book was released on 1996. Do Well by Doing Good available in PDF, EPUB and Kindle. Many of today's leading investors are recommending a fast-growing investment called Charitable Remainder Trust or CRT. What makes a CRT so powerful is the philanthropists can finally couple their charitable donations with economic benefit. Do Well by Doing Good lays the foundation for realizing the full potential of CRTs.
Managing Foundations and Charitable Trusts
Managing Foundations and Charitable Trusts - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Managing Foundations and Charitable Trusts write by Roger D. Silk. This book was released on 2011-08-09. Managing Foundations and Charitable Trusts available in PDF, EPUB and Kindle. The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
J.K. Lasser's New Rules for Estate and Tax Planning
J.K. Lasser's New Rules for Estate and Tax Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook J.K. Lasser's New Rules for Estate and Tax Planning write by Harold I. Apolinsky. This book was released on 2005-03-04. J.K. Lasser's New Rules for Estate and Tax Planning available in PDF, EPUB and Kindle. A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
