Charitable solutions can create a steady stream of payments for a donor or family member. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients are often concerned with maintaining their standard of living, minimizing tax recognition and supporting their favorite charitable organizations. Life income gifts are a great solution for clients who desire a steady source of income for the duration of their lives, while also providing a legacy for charity. Part four of this article series will provide explanations of unitrusts for students, retirement unitrusts and a home sale and unitrust. The information should enable a donor to understand how a charitable remainder trust can fulfill his or her philanthropic goals....
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Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...
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Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file Form 706 under Sec. 6018(a). Estate represents there was an unused portion of Decedent's applicable...
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