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The Power of Leveraging the Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth

ISBN: 978-0-470-54112-8
Hardcover
304 pages
September 2009
List Price: US $29.95
Government Price: US $15.27
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The Power of Leveraging the Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth  (0470541121) cover image
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Acknowledgments ix

Disclaimer xi

Introduction: Is this the Change You Can Believe In? xiii

Part I Welcome to the War on Wealth

Chapter 1 The Weapons of Mass Destruction in the War on Wealth 3

Chapter 2 Accidental Philanthropy—Adding Insult to Injury 17

Part II The Road to Wealth is Paved with Charitable Intentions

Chapter 3 How to Fight Back Against the War On Wealth 25

Chapter 4 Unleashing the Power of Charitable Leverage 31

Chapter 5 The First Component to Charitable Leverage—The Charitable Remainder Trust 37

Chapter 6 The Second Component to Charitable Leverage—The Cash Value Life Insurance Contract 63

Chapter 7 Blowing Up the Paradigms 85

Chapter 8 Your Battle Plan for Fighting Back Against the War on Wealth 99

Chapter 9 Why It Works 121

Part III War Stories from the Battlefield

Chapter 10 How to Use Charitable Leverage to Build a Personal Supplemental Retirement Plan 141

Chapter 11 Charitably Leveraged Supplemental Retirement Plan for the Bold and Beautiful 149

Chapter 12 Charitably Leveraged Supplemental Retirement Plan for the Young and Restless 171

Chapter 13 Charitably Leveraged Supplemental Retirement Plan for the Old and Cranky 191

Chapter 14 How to Use Charitable Leverage to Fund the Grandparents’ Legacy 201

Chapter 15 A Grandparents’ Legacy War Story and Comparison 215

Chapter 16 How Businesses Can Use Charitable Leverage to Attract and Retain Key Employees 239

Chapter 17 Can Charitable Leverage Save Your IRA? 261

Epilogue 275

About the Author 277

Index 279

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