"Wisdom equals knowledge plus courage. You have to not only know what to do and when to do it, but you have to also be brave enough to follow through." Jarod Kintz
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death.
We have shown our clients the benefits of using the proper Charitable Remainder Unitrusts to reduce current taxes and to be able to retain use of assets while living. With a properly structured plan you may be able to leave a larger inheritance to your heirs.
With the increasing tax environment we expect in the United States in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
Summit Consulting Group, LLC refers all trust clients to a qualified attorney and does not offer legal advice. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.