Generate Income And Immediately Reduce Taxable Income, While Helping A Designated Charity

Inheritance Solutions was created to give our clients more flexibility when crafting their ideal Estate Plan. By choosing to establish a Charitable Remainder Trusts, you may have the ability to generate certain benefits other financial products may not.

A Charitable Remainder Trust increases your lifetime income or that of your chosen beneficiary, can in appropriate cases reduce immediate and future tax consequences found in some other estate planning scenarios, as well as provide a charitable foundation with funding after you or your beneficiary’s death or other termination of the trust. Inheritance Solutions will provide you with the connection for your choice to see the trust is properly drafted, funded, and administered in compliance with the laws that set the framework and requirements for its structuring. The primary focus is to connect you with a qualified estate planning professional with an expertise in Charitable Remainder Trusts.