Brad and Louise were tired of all the wild swings in the stock market and decided to do something about it. They wanted to create predictability in an unpredictable world. While they could never completely erase the ups and downs of the market, they did find a way of making it more tolerable by funding a charitable remainder annuity trust.

They decided to fund the trust after they discovered all it could do for them. They funded it by transferring some stock they had held for awhile. They did this without paying capital gains taxes and even received an income tax deduction for part of the amount. In return, they established the trust so it would pay them a fixed amount for as long as either lived. With careful planning, they could expect a lifetime of steady payments.

Since funding the trust, Brad and Louise still watch the market, but now they have added some stability to their lives. While the funds in their trust may go up and down, their payments from it will not. They also know that after a lifetime of payments to them, any funds remaining in the trust will go directly to support their favorite charity's mission. That brought them even more comfort than the payments.

What about you? Could you use some stability in an up and down world? Consider a charitable remainder annuity trust like Brad and Louise. Feel free to click on the calculator links on this website to find all the benefits you would receive. You can choose a funding amount and payment rate that's right for you. You are invited to call us and we can help you determine what plan is right for you.