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 trust might offer the solutions you need!
If you have any questions about a charitable remainder trust, please contact us. We are happy to assist you.
Charitable remainder trust for income. A charitable remainder trust pays you income that reflects the value of the trust's assets. Your income has the potential to increase over time as the trust grows in value.
How to select the right trust payout. There are several trust payout options to meet your needs. The best payout option may depend on the nature of the asset used to fund the trust. We are happy to work with you and your tax advisor to determine which payout option is best for you.