Sentences with phrase «estate gifts contributors»

Planned and Estate Gifts Contributors can make life income arrangements and donate monies using trusts, gift annuities, pooled income funds, etc..

Not exact matches

And in certain cases, the contributor can receive state tax benefits to incorporate the gift into their overall estate and legacy planning.

However, this approach requires filing a gift tax return and, if the contributor dies before the end of the five - year period, the portion of the contribution allocable to the remaining years in the five - year period will be included in the contributor's gross estate for federal estate tax purposes.

Also a contributor to NumberCruncher, a program which performs a variety of estate tax, income tax, charitable gift, split gift, actuarial, and other calculations.