Freeman, Douglas K.; Klein, Stanley
July 1993
Journal of Financial Planning;Jul93, Vol. 6 Issue 3, p110
Academic Journal
This article presents a detailed case study comparing the short- and long-term benefits of using a charitable remainder trust for gifting a piece of rental property versus its outright sale. The article then compares three wealth-replacement strategies using a predetermined insurance benefit, insurance purchased with excess trust income, and with a variable annuity.


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