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Juan Ros

Juan Ros, CFP®, financial advisor and philanthropic planning specialist with Forum Financial Management, was published in the Forum Knowledge blog. Juan’s article, “Estate Planning Using a Charitable Lead Trust,” highlights the significant leverage in gift and estate tax savings that can be realized with the proper use of a charitable lead trust, particularly now when the Applicable Federal Rate (AFR) used to calculate the tax savings for lead trusts is at all-time lows. Read the full article, click here.


Author ProVisors

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