Capital Gains Tax Bypassed
Gail: I liked the fact that the trust would provide us with income for our retirement years. If something happened to Peter, I would still be taken care of for the remainder of my life.
Is a tax-free sale from a charitable remainder unitrust right for you?
If you own highly appreciated property, such as real estate or stocks, you could benefit from a charitable remainder unitrust. The trust will help you bypass capital gains, will provide you with a charitable income tax deduction in the year of the gift and could increase your income.
If you have questions about the benefits of a charitable remainder unitrust, please contact us. We would be happy to work with you and answer any questions that you have.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your unitrust benefits may be different, you may want to click here to view a color example of your benefits.