SiteLock
Take our FREE California Concealed Carry (CCW) Class!


And for those with qualified retirement plans, it may be time to seriously consider charitable remainder unitrust (CRUT) planning.

In the case of qualified long-term appreciated property, outright gifts can be used to offset other taxable income, while bypassing the tax that would be due on a sale—a result of the fact that a gift isn’t a sale or other realization event that would result in a tax. For an individual in the highest federal tax brackets, the cost of giving appreciated assets can be as little as $.37 per dollar of appreciated property given, as opposed to $.60 per dollar of cash donated.

Source: Is It Never or Now?

Subscribe To Our Newsletter

Get a FREE basic estate plan (and more!) by attending our free Family Protection Clinic.

You have Successfully Subscribed!

Pin It on Pinterest