 |
 |
5000 Clubside
Road
Lyndhurst, Ohio
44124-2595
440.423.4446
12465 County Line Road, P.O. Box 8002
Gates
Mills, Ohio
44040-8002
440.423.4446
| |
 |
|
 Charitable Lead Trust
A charitable lead trust is for you if ...
- You hold appreciating assets that you want to pass on to the next generation.
- You want to reduce your gift and estate taxes.
- Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax.
- You are looking for techniques that will give your family more of your estate over a longer period of time.
- You want your gift to provide a stream of income to us.
More
To learn more about Charitable Lead Trusts, Email us, complete the Information Request form, or call us at (440) 423-2084 so that we can assist you.
| |
