SERVICES WE CAN PROVIDE

• A complimentary diagram that shows how a Charitable Trust, Gift Annuity or Lead Trust will work for you. Contact us with the details and this will be provided to you.

• Through a split-interest, charitable trust, we can arrange for a lump-sum payment of cash prior to sale, in addition to, a stream of income for a life-time or a term of years, upon sale.

• We can arrange for mortgage payoffs up to 30% loan to value.

• We can arrange for nearly all the set up and ongoing costs to be paid for by the remainder beneficiary.

• We can help you determine if this type of planning makes sense for you.

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