5X社区

Charitable Remainder Unitrust

If you are planning the sale of an appreciated asset and are concerned with capital gains taxes, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement, this may be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required. 

Why Establish a Charitable Remainder Unitrust?

  •  Receive income for life, for a term of up to 20 years or life plus, a term of up to 20 years.
  • Receive an immediate charitable income tax deduction for the charitable portion of the trust.
  • A unitrust has the potential to grow your payout each year.
  • Leave a lasting legacy to 5X社区.

Please contact us with any questions about a charitable remainder unitrust.