Charitable Planning and Tax-Free Trusts

Tax-free trusts can be a major part of your financial plan.  Did you know that if you are willing to plan a gift, the IRS will forgive a tax?  And that if you make a gift, your lifetime income and net worth are greater than if you don't make a gift?

With proper planning, individuals and business owners can avoid capital gains tax due on the sale of certain highly appreciated assets while receiving tax deductions and generating lifetime income.

Listed below are examples of several different types of charitable planning. 

Click here for an example of how the owner of highly appreciated stock can avoid tax, generate an income stream, receive a tax deduction, and dramatically benefit the charities of their choice.

Click here to see new life for an old life insurance policy.

Click here for an example of how highly appreciated real estate can be utilized.

Click here to see how you can make a charitable gift now, and defer income to a later date.

Click here for an example of selling a business inside a tax-free trust.

Click here to see how you can be more actively involved in choosing which projects are supported using the donor advised fund.

While these charitable planning techniques are not appropriate for everyone, in the right setting they can dramatically leverage your ability to benefit the charities of your choice while improving your current tax deductions, cash flow, and financial bottom line.

Contact us at Ames & Weinheimer for a complimentary visit to see how charitable planning can benefit your family and the charities you choose to support!