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January 10th, 2011

What is a Charitable Trust?

(Estate Planners) - Many people choose to set up a charitable trust to make gifts to their favorite non-profit organization. The charitable trust allows you to donate generously to your chosen charity while giving you and your heirs a substantial tax break. If you want to merely make a few small gifts to a charity, setting up a charitable trust is not necessary. Before setting up a charitable trust, you should talk the matter over with your estate planner.

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January 3rd, 2011

What is a Charitable Lead Trust?

(Estate Planners) - A growing number of people are choosing to take advantage of the charitable lead trust, a trust that is designed to provide income payments to a favorite charity for a fixed number of years, their entire lifetime, or a combination of the two. After a period of time, assets within a charitable lead trust are paid either to the grantor of the trust or to other beneficiaries that are named in the trust documents.

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November 15th, 2010

What are Bond and Income Funds

(Estate Planners) - For individuals looking for a fixed income from their financial investment, bond and income funds can be a good option. Bond funds focus primarily on bond investments, in combination with other types of debt securities. The type of bonds and debt instruments will vary according to the fund, but may include mortgage-backed securities, government and corporate bonds, and other bond investments.

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September 21st, 2010

Estate Probate Law

(Estate Planners) - Estate probate law deals with the property that a person has accumulated at the time of his or her death. The estate is the net worth of a person when he or she dies. If a person has more assets than liabilities, he has an estate. If he has more liabilities than assets, he does not have any estate because his creditors are entitled to his property to pay the debts that he owes. For example, if James has a house worth $100,000 but still owes $30,000 on his mortgage, then his net worth is $70,000. However, if he has a checking account

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