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How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

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What is a Charitable Lead Trust?

December 16, 2020

There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can be complicated and minor mistakes can prove very problematic in the administration of the trust, you should use the support of an estate planning attorney to create yours.

You can create tax savings without giving up the assets that you want your family to receive some day by using a charitable lead trust and a cause you care about. A charitable lead annuity trust pays a certain amount to the philanthropic organization or foundation of your choice and is most attractive when interest rates are low. A charitable lead unitrust, on the other hand, pays a variable amount each year based on the total valuation of the assets inside the trust.

With a unitrust, if the assets inside the trust increase in value, the payments made to your chosen organization go up too. You can fund your donation in a charitable lead trust using real estate, appreciated securities, closely held stock or cash. You’ll want to consult with your legal and financial advisor before deciding to move forward with a charitable lead trust. It is very important that all of the details are carefully evaluated and structured to leverage maximum achievement of your goals.


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Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more