Estate Planning Attorney Adam Sherry on Year-End Gifting Strategies

Jim welcomes back attorney Adam Sherry who discusses a number of different gifting strategies that would benefit parents or grandparents. He begins by explaining the purpose and provisions of the Crummey Trust. Adam also explains why the A/B Trust may no longer be a good choice for those with large estates. Lastly, Adam goes over the advantages and provisions of the Charitable Remainder Trust, and how it can provide for both heirs and charities, while offering tax efficiency as well.

Financial Sense Wealth Management: Invest With Us
Financial Sense Newsletter
Subscribe to Financial Sense Newshour on iTunes