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Antique-style living room with wooden furniture, a vintage rotary telephone, and a table lamp in a cozy, well-decorated space.

Antique-style living room with wooden furniture, a vintage rotary telephone, and a table lamp in a cozy, well-decorated space.

Rare but useful: Planning with charitable lead trusts

Charitable lead annuity trusts (CLATs) are complex but increasingly relevant, especially in light of recent IRS guidance suggesting added flexibility. For the right client—particularly those with appreciating assets and estate tax exposure—a CLAT can support charitable goals while enabling efficient wealth transfer.

Tina O'Brien

May 53 min read

Planning for a sunset: Lock in a higher exemption, unlock a legacy

Planning for a sunset: Lock in a higher exemption, unlock a legacy

Planning for a sunset: Lock in a higher exemption, unlock a legacy

Learn how upcoming changes to estate tax laws could impact your clients and explore strategies for multi-generational wealth transfer.

Kitsap Community Foundation

Jul 25, 20242 min read

Psst: Don’t forget about charitable lead trusts

Psst: Don’t forget about charitable lead trusts

Psst: Don’t forget about charitable lead trusts

Consider a Charitable Lead Trust (CLT) for strategic giving. KCF can help assess its potential benefits for your client's financial plan.

Kitsap Community Foundation

Feb 15, 20241 min read

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