Tax Strategies, Advice & Insights

TAX STRATEGIES, ADVICE, & INSIGHTS

Benefits of a Charitable Remainder Trust

Posted by L&H CPAs on Nov 9, 2017 6:06:49 AM

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. A CRT allows you to support a favorite charity while potentially boosting your cash flow,...

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Tags: Estate Planning

A Dynasty Trust Keeps on Giving Long into the Future

Posted by L&H CPAs on Nov 6, 2017 6:03:47 AM

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend the estate tax benefits for several generations, and perhaps indefinitely? A...

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Tags: Estate Planning

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