Family Foundations

An estate technique to gain greater control of a family's wealth and better estate tax avoidance is through a Family Foundation. A Foundation often provides greater cash flow, as well as retaining your financial power, when used in conjunction with a Charitable Lead Trust or a Charitable Remainder Trust. A Foundation has many advantages. One is the enhancement of family philanthropic objectives, which continue after your death. Another is the income tax deduction for contributions of publicly traded securities, where the full fair market value is allowed.

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