Back to Main Website

Planned Giving

Text Resize
Print This
Email This
Request Illustration
Calculate Plan
Download Brochure

Property Turns Into Income

Property Turns Into Income

Is a gift of your home to fund a charitable trust right for you?

Your home has been one of your best assets, but after the kids move out and the house gets harder to care for, you may have other needs. Better than a reverse mortgage, a unitrust is one strategy to "downsize" your home, avoid capital gains tax and provide you with income.

If you have questions about how a unitrust could help you downsize, please give us a call. We would be happy to answer questions that you might have.


Print This
Email This
Request Illustration
Calculate Plan
Download Brochure
scriptsknown

© 2019 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.