Brainerd Public Schools

In 2018 the Individual and Married Standard Deduction amounts essentially doubled to $12,000 and $24,000. For many families this eliminated the "tax-incentive" to charitable giving. In this class we will become familiar with charitable legacy tools such as: Charitable Lead Trusts, Charitable Remainder Trusts, Private Foundations, Donor Advised Funds and Life Insurance gifting. We will answer questions like: How do I get the next generations involved? Which provides tax relief now? Which gives me the most control? Questions are welcome in this open-forum seminar.