Manulife Financial Advisers Pte Ltd’s Post

Charitable Remainder Trusts (CRTs) can have a place in estate planning for many clients, especially those with significant IRA assets. Clients can designate this trust as their IRA beneficiary such that a minimum of 5% of the trust assets must be paid to a NON-charitable beneficiary. Join David DelFiandra on FIN-LYT by Equilibrium Wealth Advisors as he shares this creative way to ensure heirs receive an income stream for the rest of their lives without fully depleting the trust early on. #EWA #EquilibriumWealthAdvisors #CRTs

A #trust is a legal arrangement in which a trustee holds and manages assets on behalf of one or more beneficiaries. The creator of the trust, known as the settlor, transfers ownership of assets to the trustee. The trustee then manages these assets and distributes them to the beneficiaries according to the terms specified in the trust document. Trusts can be used for various purposes, such as estate planning, asset protection, and charitable giving. They are often used to manage and distribute assets after the settlor passes away, ensuring that the beneficiaries receive their inheritance in a structured and controlled manner. If you would like to find out more, book your consultation today. #trusts #wills #endoflifeplanning #kinherit #willwriting #freeconsultation

A #trust is a legal arrangement in which a trustee holds and manages assets on behalf of one or more beneficiaries. The creator of the trust, known as the settlor, transfers ownership of assets to the trustee. The trustee then manages these assets and distributes them to the beneficiaries according to the terms specified in the trust document. Trusts can be used for various purposes, such as estate planning, asset protection, and charitable giving. They are often used to manage and distribute assets after the settlor passes away, ensuring that the beneficiaries receive their inheritance in a structured and controlled manner. If you would like to find out more, book your consultation today. #trusts #wills #endoflifeplanning #kinherit #willwriting #freeconsultation

💝 Charitable gifting is a practice that involves donating a portion of your wealth to charitable organizations or causes that you believe in. When it is done as part of estate planning, it means that you have included provisions in your Will or Trust that set aside specific assets or amounts of money for charitable purposes after your passing. By including charitable giving in your estate plan, you can create a lasting legacy that supports causes you care about and helps to reduce your estate taxes. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #FinancialServices #EstatePlanning #SummitPlanners

For you RTO mandate victims, are your companies at least charitable enough to upgrade your office setup with this?

"𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 𝗹𝗶𝗸𝗲 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘄𝗲 𝗵𝗼𝗹𝗱 𝘄𝗶𝘁𝗵 𝗜𝗻𝘀𝘂𝗿𝗲𝘁𝘆 𝗮𝗿𝗲 𝗹𝗶𝗸𝗲 𝗴𝗼𝗹𝗱 𝗱𝘂𝘀𝘁 𝘁𝗼 𝘂𝘀."   We’re proud to have supported our partners at the Hollie Gazzard Trust for over a year and counting, making great strides together in that time and helping to raise funds and awareness for their exceptional cause. 💜   For those who might not know who the Hollie Gazzard Trust are, what they do and how we (and other Business Partners) assist with their efforts, we’ve brought in Founder & CEO Nick Gazzard for a chat to shed some light on these very matters!   Whether you’re an individual or a business, read on to find out how you can lend your support too – there’s some more info in the comments. 👇   #HollieGazzardTrust #Charity #Insurance #PropertyInsurance

The most popular giving vehicles are #donoradvised funds and charitable trusts, but which one is the best match for the unique needs of your client? Explore the differences between the two: https://bit.ly/3PVilv7 #DAF #charitabletrust

Charitable Families Can Lump Contributions If you give a significant amount to charity each year, you can lump your contributions by donating to a Donor Advised Fund. These funds allow you to take the tax deduction today while continuing to invest and dole out the funds in future years. This is great if you are committed to a giving program, but know that once you give money to a Donor Advised Fund, you cannot get it back. #BestFinancialLife #FinancialAdvisor #FinanceGoals #FinancialGoals #EliminateFinancialAnxiety #PersonalFinances #Investing #InvestmentStrategy #SmartInvesting #FinancialPlan #Clarity #Control #Intention #CashFlow #Spending #SpendingPlan #Values #Diversified #Patience #Optimism #CompanyStock #RSUs #ESPP #LongTermPortfolio