Case Studies

Jack and Diane, aged 70, decided with their financial advisor to use their summer home as a Charitable Gift Annuity to endow their favorite charity, pay less tax, and receive a fixed endowment income.

Mike, a 50 year old father, owns 100% of the stock in a highly successful business. By contributing to his Charitable Remainder Trust at the advice of his advisor, he now will only pay necessary taxable funds, endow the hospital that assisted his child, and secure his future income.