Tip of the Day
There is a powerful way to pass assets to your heirs at
a significantly reduced gift and estate tax cost, and provide years
of income to the Children's Healthcare of Atlanta.
It's called a charitable lead trust, and if estate
preservation is a planning priority for you it is definitely worth looking
into.
How does it work? You transfer appreciating assets into
the lead trust; the trust pays the Children's Healthcare of Atlanta income for a term
of years; at the end of the term the balance of the lead trust passes to your
heirs. Gift/estate tax on the transfer is reduced by the value of our income
interest. The trust can even be set up to reduce your gift or estate tax liability
to zero.
Best of all, your heirs pay nothing in capital gains
tax on any appreciation in the assets that occurs during the term of
the lead trust.
Read more... , email us,
or contact us at (404) 785-7346.
Children's Healthcare of Atlanta Foundation, Inc.
1687 Tullie Circle NE
Atlanta, GA 30329
(404) 785-7346 | Fax: (404) 785-7355