Adam Sendzischew,MBA, CFP®, CLU, CEPA, TEP, AWMA, AAMS’ Post

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details.

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us for details. https://bit.ly/2P9dRS9

Two common estate planning goals are contributing to a favorite charity and leaving significant assets to your family under favorable tax terms. A charitable remainder trust (CRT) can help you achieve both goals. Typically, you create a CRT and fund it with assets such as cash and securities. The trust pays out income to the designated beneficiary or beneficiaries for life or a term of 20 years or less. The CRT then distributes the remaining assets to one or more charities. When using a CRT, you may be eligible for a current tax deduction based on several factors. Be aware that a CRT is irrevocable; once it’s set up, you can’t make changes. Contact us at 800-575-2670 for details.

Looking to reduce your taxable income while supporting a charity? If you’re 70 ½ or older, a Qualified Charitable Distribution (QCD) from your IRA might be the solution. With a direct transfer to an IRS-approved charity, you can fulfill your required minimum distribution and keep the distribution out of your taxable income. https://ow.ly/ityk50TFbI5 Contact us to ensure everything is handled smoothly before year-end. #CharitableGiving #TaxStrategy #RetirementPlanning