Charitable Services

Charitable trusts allow you to support charitable organizations and achieve tax benefits.

Charitable remainder trusts are designed for when you're ready to give, but you're not ready to relinquish the entire interest you have in an asset during your lifetime. CRTs are set up to convert appreciated assets into an income stream for beneficiaries. The charity receives the trust's remaining assets when the last beneficiary dies.

Charitable lead trusts are designed to provide an annuity or unitrust amount from designated assets to a charitable organization throughout your lifetime or for a period of time you specify. Then, at the end of that term, the assets are transferred to your beneficiaries.

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.