Tip of the Day

There is a powerful way to pass assets to your heirs at a significantly reduced gift and estate tax cost, and provide years of income to AARP Foundation.

It's called a charitable lead trust, and if estate preservation is a planning priority for you it is definitely worth looking into.

How does it work? You transfer appreciating assets into the lead trust; the trust pays AARP Foundation income for a term of years; at the end of the term the balance of the lead trust passes to your heirs. Gift and estate tax on the transfer is reduced by the value of our income interest. The trust can even be set up to reduce your gift or estate tax liability to zero.

Best of all, your heirs pay no capital gains tax on any appreciation in the assets that occurs during the term of the lead trust.

Read more or Contact the Gift Planning Team at 800-775-6776.

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