For many investors, legacy preservation, wealth transfer and philanthropic giving are among the key objectives of their long-term financial plans. If an investor is seeking to provide a consistent annual donation to a specific charitable organization for a period of time and help minimize estate taxes for their heirs; a Charitable Lead Trust (CLT) can help support these goals. While the types and structures of CLTs vary, they are often implemented in support of estate planning, tax planning and philanthropic giving strategies.
A Charitable Lead Trust (CLT) is an irrevocable trust that can provide a regular income stream to the charity or charities of the donor’s choice over a fixed term, with the remaining assets then distributed to specified beneficiaries or the grantor.
Charity Lead Trust (CLT)
Charitable Remainder Trust (CRT)
For many investors, legacy preservation, wealth transfer and philanthropic giving are key objectives of their long-term financial plans. If you’re seeking to maximize your contributions to charitable organizations and help minimize income and estate taxes, a Charitable Remainder Trust (CRT) can help support these goals. While the types and structures of CRTs vary, they are often implemented in support of estate planning, tax planning and philanthropic giving strategies.
A Charitable Remainder Trust (CRT) is a tax-exempt, irrevocable trust that can provide a fixed income stream to you and/or your beneficiaries over a fixed term or lifetime, with the remaining assets then distributed to a qualified charity or charities of your choice.
Client Portal
Hightower’s defining hallmark is the provision of a client experience that is firmly rooted in our fiduciary values: objectivity, transparency and holistic wealth management advice. Hightower’s Client Portal offers a secure, consolidated view of your finances and overall net wealth with a variety of sophisticated, user-friendly features. The enrollment process is quick and easy!
Hightower Client Portal Features:
Mobile and desktop access
Secured electronic document vault
Summarized spending tracking
Customized reports
Aggregating outside financial information
Key Takeaways from the Tax Cuts and Jobs Act of 2017
Amidst all the hustle and bustle of the holidays, tax reform is on the minds of individuals and businesses as we enter the final weeks of 2017. The Conference Committee last week reconciled differences between the House and Senate versions of the Tax Cuts and Jobs Act of 2017 to produce a unified piece of legislation, which passed the Senate Tuesday night and the House Wednesday afternoon. We detail below several key tax changes as they pertain to individual taxpayers. Most provisions sunset after 2025, most notably excluding the new corporate tax rate. While it is not possible to know what changes or extensions Congress may make (if any) in the next several years, we wanted to share the information below so that you can coordinate our advice with that of your tax advisor.
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