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

A practical guide to avoiding accidental philanthropy and
controlling your tax destiny

Written by Daniel Nigito-a financial services expert whose
programs have saved families millions in tax dollars and created
millions more for charities across the United States-this timely
guide will show you how to use the simple, yet powerful strategy
known as ‚charitable leverage‘ to regain control of your financial
life.

This proven approach, which allows you to become a partner with
charity while gaining control over your tax destiny and
providing for you and your family, taps into the unique tax
characteristics of two financial instruments-the Charitable
Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order
to achieve some amazing goals.

* Offers insights on increasing your current income while paying
less tax on it

* Discusses how to develop real asset protection without moving
your money offshore or using complicated and often questionable tax
schemes

* Details how you can build a personal tax-deductible retirement
account that does not interfere with other retirement plans

The best way to avoid becoming an accidental philanthropist is
by understanding how to make taxes work for you. The
Power of Leveraging the Charitable Remainder Trust will show
you how to do this and, in the process, add meaning to your
money.

Inhaltsverzeichnis

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

Über den Autor

DANIEL G. NIGITO is the Chairman and CEO of Market Street Financial Advisors, LLC, and its subsidiary, Market Street Philanthropic Advisors, Inc. The combined mission of the two companies is to ‚provide wealth management for people who want to add meaning to their money.‘ The company specializes in using charitable remainder trusts and family foundations to provide strategies for wealth accumulation, preservation, and transfer for private clients and their families. He is the author of two previous books, Avoiding the Estate Tax Trap and Don’t Die Until You Read This! To learn more about Dan and avoiding accidental philanthropy, visit www.Nigito.com.