Charitable Remainder Unitrust
How It Works
You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
When the trust ends, the principal passes to Brunswick.
Benefits
You receive an immediate income tax deduction for a portion of your contribution to the trust.
You pay no capital gains tax on appreciated assets you donate.
You or your designated beneficiaries receive income for life or a term of years.
You can make additional gifts to the trust as your circumstances allow, and qualify for additional tax deductions.
You can have the satisfaction of making a significant gift that benefits you now and Brunswick later.
More
FOR MORE INFORMATION
If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at 203-625-5864 so that we can assist you through every step of the process.