Gift Planning
Planned Giving
charitable remainder unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Gift Of Beneficiary Designation

Could we share with you the benefits of this gift plan? Please enter your name and email address. You may also ask a question in the comments section. Then select "Download" to view this informative brochure.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.