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Planned Giving

Charitable Remainder Trusts

Income from the property goes to the owner now, but the trust property goes to the charity in the future.

Charitable Lead Trusts

Income from the trust property goes to the charity now, but the trust property reverts to the owner in the future.

Irrevocable Trusts

Permanently transfers assets out of your estate, much like making a giant gift.

 

Products offered are: Not a bank product - Not FDIC insured - Not guaranteed by any government agency - May go down in value