Giving Smarter While Helping Your Estate
Bear Market Provides Boost to a Little-Known Strategy; a Record Low Hurdle Rate
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Mike Spector
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Avoiding Taxes
That's exactly what Ms. Ridgley, the Ohio real-estate agent, did. To avoid paying taxes on any investment gains, she passed on taking an upfront income-tax deduction on her annual charitable payments. And she structured her annual charitable payments to make sure her children received as much benefit as possible.
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Mike Spector
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