Will trust estate planning

What is a Charitable Split-Interest Trust? This means that the charity can be paid a fixed dollar amount annually or a fixed percentage of the fair market value of will trust estate planning assets in the trust. Many people choose the charitable lead trust when their assets have a high potential for appreciation in the future.

The least common type of charitable split interest trust is the charitable remainder trust. It can be considered the exact opposite of the charitable lead trust in many ways. The charitable remainder trust will first pay the beneficiary before being permanently awarded to the charity. Contact us today for a free, informative consultation!

This field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms. It’s not just one of the things we do here, it’s the only thing – meaning we make the process much easier than you’d expect, and more affordable than you might think. Which is the right Trust for you and your family? One of the key goals of estate and Trust planning is to avoid federal estate taxes. Careful estate planning can eliminate a significant estate tax burden for surviving spouses and their beneficiaries. Search our Library New articles are posted regularly into our news and blog section.