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For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Charitable Trusts: Setting up charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) can provide income streams for you or your beneficiaries while eventually benefiting your chosen charities.
The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estateplan if your estate exceeds the applicable estate tax exemption (currently $5.45
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