Are you concerned about
the possibility of the government taking a huge part of the
assets you were planning to leave to your heirs?
There is a strategy to
pass assets to your family with a significant estate tax savings
while making a gift to us. It is called charitable lead trust.
After we receive income
from assets in the trust for a period of years, the principal
goes to your family, with estate of gift taxes usually reduced
or even eliminated.
The lead trust is an
exceptional way to transfer property to children or other heirs
at a minimal tax cost. It is ideal if you are willing to forgo
investment income on an asset but do not want to have estate
taxes reduce the principal passed to heirs.
With a lead trust, you
carry out your philanthropic plans over the coming years and
save on taxes.