Archive for June 18th, 2007

Charitable Remainder Trust – Having Your Cake & Eating It Too

Monday, June 18th, 2007

Using this method of charitable giving, you can actually give your assets away and keep them. It's like having your cake and eating it, too!Most people who take the time to plan their estate already have a strong sense of family and community and want to leave gifts to their ...

Protect, Provide & Profit – A Family Limited Partnership

Monday, June 18th, 2007

A Family Limited Partnership is becoming one of the most popular methods to pass the equity in a larger estate to the heirs at a discounted tax rate, while retaining control, and at the same time, protecting the assets from lawsuits.This entity may be used to begin shifting ownership from ...