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
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:
give you an understanding of Estate Planning using the
Charitable Remainder Trust.
a FREE easy to follow questionnaire that you can use to
generate a personalized Charitable giving plan.
you access to top professionals that can put the plan
into action for you in a cost effective and timely manner.
can also answer the two biggest questions people have when
it comes to a Charitable Remainder Trust.
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.