Charitable Remainder Annuity Trust
You may be looking for a way to receive fixed income for life or a number of years. 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 and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.
Benefits of a charitable remainder annuity trust
How a charitable remainder annuity trust works
More on charitable remainder annuity trusts
If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays a fixed amount each year based on the value of the property at the time the trust is funded.
If you have any questions about annuities and trusts, please contact us.
We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.