Speak with your trusted professional financial advisor or call (203) 751-9162 to explore which planned-giving option is best for you.
*Must be 70½ years or older.
You can give almost any kind of highly appreciated property—such as closely-held stock, real estate, partnership interests, or valuable art—to a charitable remainder trust and receive major tax and income benefits.
So, all at once, you can:
You can even allow your assets to accumulate tax-free until you "turn on the income spigot" at retirement or some other future event, such as the start of your child's education.
Read more, email us, or contact us at (203) 751-9162.