Charitable Gift Planning

For many of our clients their legacy is one of charity and giving back to their community.  Through the use of Charitable Remainder Annuity Trusts (CRAT), Charitable Remainder Unitrusts (CRUT), Net Income Charitable Remainder Unitrusts (NICRUT), Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT), and Private Foundations, we are able to assist our clients in determining what gifting method will best carry out their legacy.