PPT-Using Life Insurance in Charitable Planning

Russell James JD PhD CFP Director of Graduate Studies in Charitable Planning Texas Tech University Wealth replacement Gifting existing policies Creating new policies for the charity Common Uses. http://www.hardingjs.com/ Financial planners can best advise clients on how to save, invest and grow their money safely without market risk. With John Harding and Financial Services Associates, your interest always comes first. This material and any estate, gift or generation skipping transfer (GST) tax (together referred to as "transfer tax") calculations reflect the law established under the American Taxpayer Relief Act of 2012 (the “Act”). Among other things, the Act establishes a transfer tax exemption amount of $5,000,000 (as adjusted for inflation after 2011) per person, establishes a maximum transfer tax rate of 40% and provides for continuing portability of the estate tax exemption between spouses. Customers should understand that tax law is always subject to interpretation and change. MetLife and its affiliates do not provide tax advice and therefore customers should speak with their qualified legal and tax counsel regarding their current estate plan and what planning options are available and appropriate.. Tools for Local Council. John F. . Pyfer. , Jr.. Chairman of Major Gifts & Endowment. Northeast Region, . BSA. Colin French. BSA Foundation. Local Council Wills & Bequests. The diamonds are in our backyards.. At The End Of Life. Carolyn McClanahan, M.D., CFP. ®. @. CarolynMcC. Overview. Communication. Checklist. Cash Flow. Insurance . Tax Planning. Estate Planning. Resources. Communication. Tell me more. Part Three. Transferring Assets, Use of Trusts, DPA, Long Term Care Health Insurance. Managing for Today and Tomorrow. Homework Review. Did you look at your net worth statement?. Did you look at the trend in net worth?. and farms. Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University. General rule: you can’t deduct a partial interest gift . A partial interest gift occurs when a donor gives some rights to property but keeps others. A Case Study. [Presented by: ]. Joe Sample, . [Designations per field stationery guidelines]. [Company Approved Title]. [Agency Name]. [The Prudential Insurance Company of America][if Agency Distribution]. . Disclaimer. This presentation is designed to provide an overview of certain charitable gift instruments. It is not intended to provide legal, tax, investment, or other professional advice. Please obtain the services of a competent attorney or other professional advisor when developing your own charitable giving plans.. Protection and Potential Income . PRESENTED BY:. [Joe Sample,][Designations per field stationery guidelines]. [Company Approved Title]. [. FirmName. ] . [The Prudential Insurance Company of America]. 7. July 2015. 2. Disclaimer. . T. his presentation is intended to provide a general overview for information and educational purposes only and is. . not a comprehensive treatment of the subject matter.  The information is provided generally without considering specific circumstances and should not be regarded as a substitute for professional advice.  The Investor Education Centre (“IEC”) has not advised on, passed on the merit of, endorsed or recommended any of the products/services or types of products/services referred to in this presentation.  Readers/Audiences should seek professional advice if they consider necessary.. Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . This article aims to shed light on Whole of Life Insurance and Term Life Insurance and help you decide which one best suits your needs. We will delve into the intricacies of taxes on life insurance in the UK, exploring the rules and regulations that govern this important aspect of financial planning. !. Charitable Planning. August 5, 2021. Laura T. Godine. Director of Wealth Planning. Eaton Vance WaterOak Advisors. This material should not be considered legal or . tax . advice from the presenter or her employer, Eaton Vance .