Thursday, February 19, 2015

How charitable planning strategies can reduce the tax bill due at death - Estate Planning

Mike has a mantra for his clients. He teaches them how to direct their social capital, that portion of the estate that you earn and own, but don't keep. Mike's methodology uses three types of Charitable Remainder Trusts (CRT): Charitable Remainder Unit Trusts (CRUT), Charitable Remainder Annuity Trust (CRAT) and Net Income with Make UpCharitable Remainder Uni-Trust (NIMCRUT). In this episode Mike unpacks the three CRT concepts.

Syndicated financial columnist and talk show host Steve Savant interviews author, speaker and frequent media guest Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS. This is episode 4 of 5 in the series, Estate Planning Update for 2015. Mike's book Disinherit the IRS is a staple in estate planning circles and is in it's second edition. Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that work in concert to create and manage comprehensive estate plans.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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