Posts tagged as:

CLAT

Rocky Economy is a Good Time to Reduce Your Estate Tax Burden

February 12, 2009

In the past several weeks, I’ve shared some powerful planning strategies with you in hopes of helping you protect and transfer wealth during these tough times.Over the last year, many families have suffered big hits on their stock and real estate portfolios. I can understand why they froze or drastically slowed down their financial dealings. [...]

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Help a Charity, Keep a Deduction & Give the Assets to Your Kids

January 27, 2009

(This is the final installment in a six-part series of powerful planning strategies that will help you take advantage of a down market and protect wealth.)
Here’s one more great strategy that can help protect your wealth during a down economy. The Charitable Lead Annuity Trust (CLAT) pays a set dollar amount annually to a charity [...]

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