April 01, 2016

Charitable Remainder Trusts

April 01, 2016/ Jennie Gerlock

A CRT lets you convert a highly appreciated asset (stock, real estate, etc.) into lifetime income. It reduces your income taxes now and estate taxes when you die, and you pay no capital gains tax when the asset is sold. Plus, it lets you help a charity(ies) that has special meaning to you.

March 01, 2016

Life Insurance Trusts

March 01, 2016/ Jennie Gerlock

An irrevocable life insurance trust lets you reduce or even eliminate estate taxes, so more of your estate can go to your loved ones. It also gives you more control over your insurance policies and the money that is paid from them.

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