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 (860) 435-3263 so that we can assist you.