Charitable Remainder Annuity Unitrust

The goal of a Charitable Remainder Annuity Unitrust is to secure a fixed income during your lifetime.

The benefits of a Charitable Remainder Annuity Unitrust are:

  • Immediate income-tax deduction
  • Lifetime variable income
  • No capital gains tax
  • Possible estate tax savings

In order to create a Charitable Remainder Annuity Unitrust, create a trust that pays you a fixed amount annually.

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