What if there was a way to make a charitable gift using funds that would eventually be returned to you or your loved ones? Remarkably, such a plan actually exists. A “charitable lead trust” can be used to achieve a number of goals which, at first glance, might seem to conflict:
- You can make a significant gift
- Your gift can be part of a plan that helps ensure future economic security for you and your loved ones
- You may be able to provide your heirs with a larger inheritance than would otherwise be possible
- You can reduce or eliminate income, estate, and gift taxes now and in future years as well
Interested in learning more? Contact us at 844-8989 for your complimentary booklet which outlines several exciting possibilities.