Charitable Remainder Trusts

With a charitable remainder trust, you can receive income each year for the rest of your life from assets you give to the trust you create. Your income can be either variable or a fixed amount. After your lifetime, the balance in the trust goes to the charities of your choice.

Your Possible Benefits:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance
  • Professional management of trust assets available

Please contact your financial advisor, CPA, or estate planning attorney to discuss whether this strategy may be beneficial.  For questions, clarifications or if you should choose to give, please call 603-465-7797 or email to contact us.