Charitable Lead Trusts
A charitable lead trust is for you if ...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.
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To learn more about charitable lead trusts, Email us,
complete the Information Request Form, or call us at 410-810-7411 so that we can assist you.