Pass Assets to your Heirs!
- A charitable lead trust allows you to provide for your family and can be funded during your lifetime or through your will
- At the same time, a charitable lead trust can support the Congregation of the Sisters of Saint Joseph of Boston through annual income payouts
- You can leave a legacy without depleting assets
- You can reduce your taxable estate and gift taxes
If you are concerned about the tax implications regarding assets you plan to leave to your heirs, this is a way to achieve significant estate tax savings.
These and many other questions need to be addressed to safeguard your assets and provide for your family and friends.
By making a bequest in your will you may pass any amount free of estate tax. There are many ways you can accomplish this: you may designate a dollar amount or a percentage of your estate, with or without restrictions.
A will allows you to remember the people and organizations you care about most. We always recommend that you obtain counsel of professional advisors and of an attorney who specializes in estate planning.