New Phone Extensions: Starting Tue. 5/21, please discard any four-digit extensions and contact your team for updated info.
CLAT-Planning-Helping-Charities-While-Helping-Your-Clients-Taxes

A Charitable Lead Annuity Trust (CLAT) is an IRS-approved method that allows a donor to reduce a portion of their income taxes by promising gifts to charity(s) over time. Under the right circumstances, it can generate benefits for charities and a donor.

Published: April 22, 2024
Tracking Code: 70108
Business Line: Life Insurance
Category: Estate Planning & Wealth Transfer
Share
Free Download