Sentences with phrase «gift annuity strategy»
By using the lifetime gift annuity strategy, income can be received starting from the day you purchase the annuity to the day your child or grandchild passes away.
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A Schwab Charitable ™ donor - advised fund account can enhance your overall charitable giving strategy, whether used alone or in conjunction with a private foundation, charitable gift annuity, or trust.
Structuring the annuity as a joint annuity is crucial to the success of this strategy, since the gift is for the lifetime of the child or grandchild.
Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.