WHY IT WORKS......WIN-WIN-WIN-WIN

• Client (grantor & heirs)
  
  • Eliminate Capital Gains Tax when selling appreciated assets
  • Generate large, Trust/Annuity Payments for life or a term of years
  • Reduce Inheritance Tax when transferring assets from one generation to another
  • Create generous, Income Tax Deductions that offset current income
  • Pass a TAX-FREE inheritance to the heirs
  • Support charity

• Government
  
  • Non profits benefit the community

• Charity
  
  • Receives gifts to sustain programs

• The Professionals
  
  • Prepaid for their services by the remainder beneficiary

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