Charitable Remainder Trusts & Charitable Lead Trusts, Should You Have One? скачать в хорошем качестве

Charitable Remainder Trusts & Charitable Lead Trusts, Should You Have One?

Are you sitting on highly appreciated assets like real estate, farmland, or stock? You might be able to avoid immediate capital gains taxes and generate an income stream for life using a Charitable Remainder Trust (CRT). In this video, Dean Barber and CFP® Chris Rett explain the difference between Charitable Remainder Trusts and Charitable Lead Trusts. Meet With us: https://bit.ly/4i8Xx35 Ed Center: https://bit.ly/44cEO0B Retirement Checklist: https://bit.ly/49nxx1w Tax Reduction Strategies: https://bit.ly/4pknuiv What you will learn: How to get an upfront tax deduction based on the net present value of a future gift. How to sell an asset inside a trust to avoid capital gains tax. How to pair a Charitable Trust with Life Insurance to protect your heirs' inheritance. Why these strategies allow you to "have your cake and eat it too". _________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser. The views expressed represent the opinion of Modern Wealth Management, LLC, an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management, LLC, does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.