Charitable Remainder Trusts

The Charitable Remainder Trust (CRT) is a versatile and strategic gift planning tool that families and individuals have been utilizing since the 1960s. When you add up all the benefits associated with a CRT, it's no wonder so many choose this tool to insure that their assets provide maximum impact - today and in the future.

When used as a planning tool in conjunction with highly appreciated low yield assets, the CRT can result in:

     •  A 100% bypass of capital gains tax
     •  A charitable income tax deduction
     •  An increase in current income
     •  A reduction in estate taxes
     •  Long-term benefit for family and charity 

Brochures:

Charitable Remainder Trusts: Overviews and Benefits
Charitable Remainder Trusts: The Sum of Objectives Realized
Here's a Charitable Tax Plan That Will Redefine the Bottom Line
Tax-Free Sale: A Story of Objectives Realized
Sell the Farm Without Losing the Residence