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Gift Planning Tip of the Day How would you like to reduce gift and estate taxes on assets passed to your heirs and provide years of income to NSDAR? If estate preservation is a priority for you, it is definitely worth looking into. How does it work? You transfer appreciating assets into a non-grantor lead trust. The trust pays NSDAR income for a term of years and 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 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 nothing in capital gains tax on any appreciation in the assets that occurs during the term of the lead trust. Read more... , email us, or contact us at 1-800-449-1776.
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