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Making a Difference: Charitable Trust Planning | Ward and Smith, P.A.

The past few years have exposed a lot of needs in our communities, and many of us feel even more compelled to give back what we can. It seems more important now than. ....

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Types Of Charitable Trusts You Can Plan For

Charitable Lead Trusts and Charitable Remainder Trusts.Planners use an annuity approach, with a fixed dollar amount payable to an annuity recipient each year, or unitrust structure, with a fixed percentage of trust assets being payable each year during a set term. ....

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Types Of Charitable Trusts You Can Plan For

Types Of Charitable Trusts You Can Plan For
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