The inflation adjustment of the unified gift and estate tax exemption to $5.43 million, coupled with a low interest rate environment, opens the door to yet another year for creating a qualified charitable lead trust (CLT) to transfer wealth to fa...
I often get asked ‘What is the best vehicle for managing charitable funds?’. This is very much a question that doesn't have a straight forward answer and is best reviewed in context of your overall wealth strategy, which includes...