charitable remainder trust

Charitable Remainder Trust

One of today's most popular vehicles for Estate Planning just became a lot easier to implement.

The Charitable Remainder Trust is one of the most efficient estate planning tools available to anyone holding assets that have experienced significant appreciation like Stocks, Real Estate, a Business, etc.

Most web sites dazzle you with all the technical information on the charitable remainder trust and the numerous and amazing benefits they provide. But try to take the next step and actually put the plan into motion and you will likely find it difficult to locate the qualified help necessary to get the job done properly.

That's where we come in. This site delivers a welcome relief. We have designed a complete, easy to follow process that will guide you along the path to a complete charitable giving solution with all the benefits that this type of estate plan can deliver.

Our goals are:

  • To give you an understanding of Estate Planning using the Charitable Remainder Trust.

  • Provide a FREE easy to follow questionnaire that you can use to generate a personalized Charitable giving plan.

  • Give you access to top professionals that can put the plan into action for you in a cost effective and timely manner.

We can also answer the two biggest questions people have when it comes to a Charitable Remainder Trust.

  • What's the maximum amount of income I can receive?

  • How much will my charitable deduction be?

Most people have a very difficult time finding someone to answer those two seemingly simple questions. The answers are based on a few factors: the age(s) of the people who will receive the income, the amount of the gift, the cost basis and your income tax bracket. We are happy to provide you with these answers FREE of cost or obligation, it only takes a few minutes to enter the data and get your answers. Just give us a call toll free at 800-535-4720.

You will also find an abundance of information on Charitable Giving on this site. At any time you can click on the link to additional FREE Information on the Charitable Remainder Trust. Complete the online form and we will send you a sample CRT proposal along with a short questionnaire. If you like, complete the enclosed questionnaire and return it in the envelope provided or by fax for a customized proposal. We think you'll be amazed when you see what this product can potentially do for you, your family and the charity(ies) of your choice.

Many Financial Planners charge $500.00 or more for this type of detailed custom report. Charitable Remainder Trusts are our specialty. We are happy to offer this valuable service free of cost or obligation. We are here to help, so go ahead and contact us today. You'll be glad you did.


Harding Financial Services, LLC
The information contained on this site is for educational purposes only, it is not intended to be professional tax or legal advise; consult a tax advisor about your specific situation.


Annuity Trust (CRAT)

"Wealth is not to feed our egos, but to feed the hungry and to help people help themselves."
- Andrew Carnegie