Remove Calculators Remove DIY Remove Grandchildren Remove Real Estate
article thumbnail

How to Have Your Cake and Eat It Too

Prairie Eco-Thrifter

The Smiths then decide to take 4% per year from the calculated (every year) value of assets in the trust. Keep Your Asset, But Still Get An Estate and Gift Tax Break On it. Mr. Hartz calculated that if you put $2 million into a 20-year charitable lead trust assuming the 2.2 percent I.R.S. Give Back Money Tips'

Cake 201