In This Issue:
- How to fund long-term care insurance with a tax-free exchange
- Should a CRT be part of your estate plan?
- The key to an effective trust is education
- Estate Planning Pitfall: You’ve named a minor as beneficiary of your life insurance policy or retirement plan
- Excerpt from Should a CRT be part of your estate plan?
It brings a great deal of satisfaction to Joe that he has the ability to make substantial gifts to his favorite charity. However, after the last few years of economic uncertainty, he’s become concerned that he may encounter cash-flow problems in the future if he continues to donate. Joe’s estate planning advisor explains how a charitable remainder trust (CRT) can benefit his situation...
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Topics: Beneficiaries, Charitable Remainder Trust, Grantor Trusts, Long-Term Care, Tax-Free Exchanges, Trustees
Published In: Insurance Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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