Blog > Archive by tag 'annuity'
Posts Tagged ‘annuity’
February 28th, 2011
(Estate Planners) - One estate planning tool that is viable for a number of different donors is the charitable remainder unitrust with net income make-up provisions. This type of trust will allow you to transfer assets to a charitable trust and then receive income from those assets for your lifetime, or for a period of years that you specify.
Read the rest of this entry »
|
Tags: amount, annuity, beneficiary, estate, income, percent, remainder, Trust, type, unitrust
|
| Posted in Definitions & Designations, Estate Planning, Investing, Strategies |
| |
Add a Comment |
| |
|
February 7th, 2011
(Estate Planners) - Making decisions about how to distribute the wealth that you accumulate over the course of your life can be challenging. The charitable remainder annuity trust is a standard type of trust that allows you to have income for the remainder of your life while giving a favorite charity a substantial gift when you pass away.
Read the rest of this entry »
|
Tags: annuity, charity, donor, income, Life, remainder, time, Trust, trustee, type
|
| Posted in Estate Planning, Investing, Strategies |
| |
Add a Comment |
| |
|
|