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.