Charitable Trust

About

If you are like most people, you like to donate money to one or more charities that are close to your heart. Many people have given to the same types of charities for years, so it makes sense that they would want to leave them one final gift from their estate when they pass away. If this makes sense to you, we can help you tailor your estate plan to achieve the following:

1) Benefit your favorite charity or charities, in a way that would still allow you to retain a form of control over gifted assets, and/or 2) allow you to create an income stream to your favorite charity with a remainder of funds going to your family beneficiaries.

Frequently Asked Questions