Unitrust
What?
- Same as Annuity Trust, but variable lifetime income may provide a hedge against inflation.
Why?
- Receive lifetime variable income which may provide a cushion against inflation
- Provides annual payments
- Provides federal and state income tax deductions
- Possible estate tax savings
- No capital gains tax
- Provides TRGT with assured income to fund land conservation projects
Who?
- Those wishing to leave a significant legacy
- Must be at least 50 to qualify for income tax deductions
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For informational purposes only, and is not intended to be tax or legal advice. Prior to making a gift to TRGT, please consult a qualified financial advisor.
