Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.More |
IRA Charitable Rollover
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.More |
Estate Planning Guide
Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide, which will provide you with helpful information to provide for your needs, your family's future and favorite causes.More |
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