If you want to make a gift to a charity, especially a substantial gift, using a charitable trust allows you to do it in a way that gives you significant tax benefits.
Charitable Trust Services
There are several charitable trusts to choose from that offer real financial advantages. Besides offering you estate and income tax advantages, charitable trusts allow you to be generous while ensuring retirement income at the same time.
Speak to an Estate Planning Attorney About Setting Up A Charitable Trust
If you would like to set up a charitable trust, or if you would like to learn more about your estate planning options, contact us today. Please call us at (760) 673-7600 or schedule a consultation on our website.