June 2017 Roundup for Professional Advisors

Professional Advisors and San Diego Clients
Parents have a number of reasons for making gifts to children. If you have a larger estate, the use of annual gift exclusions can be a very good strategy to save on future estate taxes.

In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.

Roundup for Advisors

Personal Planner: How to Give Property to Children
Parents have a number of reasons for making gifts to children. If you have a larger estate, the use of annual gift exclusions can be a very good strategy to save on future estate taxes. Did you know there are seven different ways that you can make gifts to your children?

Article of the Month: Blended Gifts – Part II
The idea of asking donors to make a “blended gift” is an emerging trend in the world of philanthropy. Learn how the current gift portion of the blended gift will provide a donor and charity with benefits today, while the planned gift portion typically provides both current and future benefits. With a blended gift, a donor can make his or her giving go further.

Case Study: Exit Strategies for Real Estate Investors, Part 14
Karl was ready to sell his $250,000 property for $2 million. He wanted to use a FLIP CRUT solution but was concerned because CRUT payouts are recalculated each year based upon the January 1 value of the trust, so there was an element of uncertainty associated with his future income stream. Find out why a charitable remainder annuity trust (CRAT) might present Karl with a better solution.

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