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An appreciated asset can provide fixed payments during your lifetime or for a term, with a gift to charity afterward.

An appreciated asset can provide fixed payments during your lifetime or for a term, with a gift to charity afterward.

A charitable remainder annuity trust keeps the payment fixed while the remaining assets stay invested for charity. Payments to you are not automatically tax-free.

Planning with a CRAT is the focus of this Daily Tax Planning Strategy.

#Tax #TaxPlanning #FamilyOffice

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