Use this button if you want to set up a trust for Term. It will find the Percentage Payout that provides the lowest taxable gift ($0 – $1). If you have already drafted a trust, this feature will not be beneficial.
If you click the Optimize button, the program near-zeros the Taxable Gift (based on term interest).
Viewing 0 reply threads
The forum ‘CFP – Charitable Financial Planner’ is closed to new topics and replies.
You will be temporarily redirected to the Brentmark.com HQ page to complete your purchase. Thank you.