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Today's Daily Tax Planning Strategy explains how a testamentary charitable lead unitrust can add a family benefit to the charitable portion of your estate…
Today's Daily Tax Planning Strategy explains how a testamentary charitable lead unitrust can add a family benefit to the charitable portion of your estate plan.
Instead of leaving those assets outright to charity, the trust pays charity over time and preserves a possible inheritance for your family.
With proper planning and exemption allocation, the remaining assets can pass to a family trust exempt from generation-skipping transfer tax.
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