This is Got Family. I am Carey Berger and again we’re telling stories from the crossroads of business and family. We always talk in terms of personal, financial and structural. This one is structural again, and in this particular case we are going to talk about a specific type of trust known as a dynasty … Continue reading “Got Family Quick Bits: Dynasty Trust”
Tag: assets
Got Family Quick Bits: Charitable Giving
Hello. This is got family and I am Carey Berger and today we’re talking about charitable giving. First, why? Hopefully because you have a cause you believe in beyond that there are tax advantages. Cash is of course simple and immediate. Appreciated assets allows you potentially to have that tax at the charities tax rate … Continue reading “Got Family Quick Bits: Charitable Giving”
Got Family Quick Bits: Life Estate
Hello, this is Got Family and I am Carey Berger, and today we’ll talk about a life estate. You may have heard of such a thing; someone says, I have a life estate in a house. Okay, what does that mean? What that means is they have every right that looks like ownership during their … Continue reading “Got Family Quick Bits: Life Estate”