Planned Giving
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 |
Special Needs Trust
If you have a loved one with special needs and are looking for a way to provide for them today, a charitable remainder unitrust and special needs trust could help you and your loved one.More |
Charitable Unitrust
You transfer your appreciated asset to fund a charitable remainder unitrust. The trust sells your asset tax free and provides you with income for life or a term of years.More |
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