img4

Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for March, 2014

  In 2012, the IRS finalized regulations that affect the way charitable lead trusts (CLTs) are taxed. As a result, CLTs may be less attractive than before. A CLT makes annual payouts to a qualified charity for a specified period or for the grantor’s life. The remainder interest then passes to the grantor’s heirs or […]