Gifts that Provide Income to You and Others

Through the use of these gift plans it can be possible to make gifts you may have never thought possible as a result of income, gift, and estate tax savings, tax-free asset growth, professional asset management, and other financial and estate planning benefits.

Many have found they can make significant gifts while enhancing their own or their loved ones' financial security. In fact, giving in this way can help a number of goals including:

Exploring the Options

For more information, you may wish to explore one or more of the following options:

  • Gift of a Remainder Interest in a home that features tax and other benefits, while allowing you to enjoy the use of the property for a period of time you determine or for the remainder of your lifetime and/or that of your spouse or other loved one.