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Charitable remainder trusts can provide a wealth of benefits
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Charitable remainder trusts can provide a wealth of benefits

Estate & Trusts

Charitable remainder trusts can provide a wealth of benefits

By Gumbiner Savett Editor|2017-11-10T21:26:51+00:00November 10th, 2017|Categories: Estate & Trusts|Tags: charitable remainder trusts, cpa santa monica, crt estate planning, crt giving, crt tax benefits, estate planning, estate planning cpa santa monica, estate planning goals, gumbiner savett santa monica|

Charitable remainder trusts (CRT) may be a great estate planning strategy for the charitably inclined. A CRT allows you to support a favorite charity while potentially boosting your cash flow, shrinking the size of your taxable estate, reducing or deferring income taxes, and enjoying investment planning advantages. How does a CRT work? You contribute stock [...]

Is a charitable lead trust right for your family?
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Is a charitable lead trust right for your family?

Estate & Trusts

Is a charitable lead trust right for your family?

By Gumbiner Savett Editor|2017-06-22T18:49:02+00:00June 22nd, 2017|Categories: Estate & Trusts|Tags: accounting and auditing firms in Los Angeles, charitable lead trust, estate planning, estate planning cpa los angeles, estate planning cpa santa monica, estate planning cpa southern california, low interest rate estate planning, santa monica certified public accounting cpa firm|

Families who wish to give to charity while minimizing gift and estate taxes should consider a charitable lead trust (CLT). These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of a CLT currently are favorable. Although interest rates have crept up in recent years, they remain historically low. 2 types [...]