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You can enjoy a lifetime income and generous tax deductions while making a charitable commitment. We have the expertise to help you walk the tightrope of what's good for your heirs, as well as your favorite charities - without favoring one over the expense of the other.
This can be achieved through donor advised accounts and/or Charitable Trusts.
In addition, Private Family Foundations may be created and used in conjunction with Charitable Trusts, providing your children and grandchildren with reasonable salaries as trustees and directors, as well as prestige and control over future contributions.
This can be achieved through donor advised accounts and/or Charitable Trusts.
In addition, Private Family Foundations may be created and used in conjunction with Charitable Trusts, providing your children and grandchildren with reasonable salaries as trustees and directors, as well as prestige and control over future contributions.
The following resources provide more in depth information about philanthropic planning. You may be required to become a member of our site to access these articles.
Charitable Remainder Uni-Trust
If you want to leave more money to your family and to your favorite charities and less to the IRS, then using a Charitable Remainder Trust may be an ideal strategy to consider. It is one of the few truly tax-advantaged strategies still available under the Internal Revenue Code. Depending upon your age, the assets contributed to the trust, and the trusts' investments and pay out percentage chosen, this strategy may fit your estate and charitable goals.
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If you want to leave more money to your family and to your favorite charities and less to the IRS, then using a Charitable Remainder Trust may be an ideal strategy to consider. It is one of the few truly tax-advantaged strategies still available under the Internal Revenue Code. Depending upon your age, the assets contributed to the trust, and the trusts' investments and pay out percentage chosen, this strategy may fit your estate and charitable goals.
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Private Family Foundations
Everyone has two kinds of capital: Family Capital and Social Capital. Family Capital is the assets that will pass to your heirs net of estate and transfer taxes. Social Capital is the remainder of your estate that will pass to the IRS in the form of estate, gift and income taxes unless you direct it to charitable causes. A Private Family Foundation is a privately funded and controlled organizations created to contribute to various charitable causes. A Private Family Foundation is a privately funded and controlled organization created to contribute to various charitable causes. It can also be excellent estate planning vehicle because contributions are tax deductible and each dollar you remove from your estate and contribute to your Private Family Foundation could ultimately save as much as 46 cents under current estate tax laws. Read more about how it works in this special report.
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Everyone has two kinds of capital: Family Capital and Social Capital. Family Capital is the assets that will pass to your heirs net of estate and transfer taxes. Social Capital is the remainder of your estate that will pass to the IRS in the form of estate, gift and income taxes unless you direct it to charitable causes. A Private Family Foundation is a privately funded and controlled organizations created to contribute to various charitable causes. A Private Family Foundation is a privately funded and controlled organization created to contribute to various charitable causes. It can also be excellent estate planning vehicle because contributions are tax deductible and each dollar you remove from your estate and contribute to your Private Family Foundation could ultimately save as much as 46 cents under current estate tax laws. Read more about how it works in this special report.
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