Charitable Remainder Trusts & Charitable Gift Annuities

These types of planned gifts can provide fixed income for yourself or beneficiaries (such as Merola) and can also be created in your will or living trust to pay income for life to others upon your death. Significant income and estate tax benefits could be available for you during your lifetime and for your estate after death—such as avoidance or reduction of capital gains tax, removal of these assets from your taxable estate and more.

More information coming soon...

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