Now is the best time to establish a Charitable Lead Annuity Trust.
The IRS discount rate has dropped to 1.0—an historic low. Lower interest rates mean lower estate and gift tax on the remainder of the lead trust assets that will pass to your heirs. To find out more on CLATs, click here
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Estate Planning
Use these tools to double check that you have implemented the most important elements of a solid estate plan and understand all of your options.
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