Charitable Remainder Trust

…Custom Solutions for the Affluent

Why a client might want to consider this:

I just learned about an idea that can help us avoid the taxes on your ________________ which will allow us to lock in the gains and diversity into something else. This can also help with your charitable giving and give you a current tax deduction. When can we get together to go over it and see if it fits in your plan?

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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