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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'

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11 Things I learned After Owning a Vacation Property

Prairie Eco-Thrifter

I wanted a place for our family to gather – adult children and grandchildren along with us. I also wanted a bit more diversification in our portfolio and figured an additional piece of real estate could help that. That gave me the idea to start looking around for one too. The rental season is shorter than expected.

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