Gifts That Protect Your Assets
Highly appreciated property? Reduce your tax burden, create a legacy.
Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to The ALS Association at the same time.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?