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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!

Testamentary Charitable Remainder Unitrust:  Have Your Cake and Eat it Too!

Is a testamentary charitable remainder unitrust right for you?


Retirement accounts, such as an IRA or 401(k), make great gifts to fund a testamentary charitable remainder unitrust. The trust will provide income to family while also benefiting charity. If you have questions about this gift option, please give us a call.


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