Tuesday, December 11, 2007
Help Your Clients by Putting Planned Giving Into Context
Almost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate and income tax liabilities. The CRT and WRT are wonderful tools of the trade in the planned giving arena, but if you use jargon when discussing planned giving concepts, most clients will give a blank stare and nod occasionally until they hear you stop talking.
Help Your Clients by Putting Planned Giving Into Context
Source: National Underwriter (subscription required)
Help Your Clients by Putting Planned Giving Into Context
Source: National Underwriter (subscription required)
Permalink posted by armandn @ 7:45 AM 
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