Insight on Estate Planning - June/July 2019

Adler Pollock & Sheehan P.C.
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In This Issue:

- A win-win proposition -A charitable remainder trust benefits you and your favorite charity

- When to elect the alternate valuation date

- Do you know when an FBAR must be filed?

- ESTATE PLANNING PITFALL: You haven’t made formal funeral arrangements.

Excerpt from A win-win proposition: A charitable remainder trust benefits you and your favorite charity

Are you a multitasker? If so, you may appreciate an estate planning technique that can convert assets into a stream of lifetime income, provide a current tax deduction and leave the remainder to your favorite charity — all in one fell swoop. It’s the aptly named charitable remainder trust (CRT)...

Please see full Newsletter below for more information.

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