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Charitable Gift Annuities (“CGAs”) are a wonderful split interest gift arrangement. The donor receives an income stream, receives an income tax deduction, and if the CGA is funded with appreciated assets, is able to avoid a portion of the capital…
As real estate values have come back into prominence as a significant component of one’s net worth, real estate has increasingly become the asset of choice as the funding vehicle for use with the Charitable Remainder Trust (CRT). This brief…
As Published June 2014 – Focus on the Family FAMILYWISE NEWSLETTER Sometimes the most fertile fields are those that have lain fallow for years, but sometimes fields that have been neglected produce quite the opposite effect. Neglect and mismanagement can drain…
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