Charitable Remainder Trust –

One irrevocably gifts assets to a trust, name a trustee – such as your favorite Charity – to manage the trust’s investment, and receive an annual payment for life or a term of years. The net fair market value of the gifted assets is used to establish the initial trust value.

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Instant Term Life Quotes - CA

You can Receive… an annual payment. You choose who will receive annual payments for life or a term of years. Many donors make themselves and their spouses beneficiaries for life. Others name their children as beneficiaries for a term of years, up to 20 years, or for life. Others combine the above two options.

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