Tax Planning

Tax Planning and Charitable Trust Tools

  • Estate Taxes
  • Income Taxes
  • Outright Gift of Retirement Assets
  • Charitable Remainder Unitrust

Generally, we are concerned about two types of taxes in estate planning: estate taxes and income in respect of decedent (IRD) tax.

Estate Taxes

Income Taxes

Outright Gift of Retirement Assets

Testamentary Charitable Remainder Unitrust

To learn more about your various options, (click here).

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