Many feel a great sense of satisfaction upon the creation of a charitable remainder trust (CRT). It allows for life-long income, tax benefits, and a donation to the charity of your choice later. However, sometimes a CRT reaches a point where these benefits no longer make sense for you.
Has your CRT’s value reached a point where it is no longer able to make its payments? Has your CRT’s administration become tedious or bothersome? Have your charitable priorities and strategies changed? Has your focus and/or needs changed?
If these questions have you thinking about a CRT that is already a part of your overall portfolio, or if you answered yes, or even maybe, to any of these questions, then perhaps there is a new strategy or idea that may meet your needs better. If so, we are here to help.
If you have questions or to advise us of your desire to transfer mutual fund shares, closely held or restricted stock, or to create a planned gift using securities, please contact:
Gary W. Key
Chief Development Officer
4725 Peachtree Corners Circle, Suite 200
Peachtree Corners, Ga. 30092
Office: 770-810-1413 Mobile: 404-556-6660
DISCLAIMER: The information contained on this page is for educational purposes only. The reader understands that Haggai International is not rendering legal advice and that the reader should seek independent legal counsel when contemplating estate planning decisions.