|
|
|
|
Charitable Remainder Trust
With a charitable remainder trust, you can transfer money, securities and/or other assets to a trust that will then pay you an income for life or for a period of years. A professional advisor or attorney can you help you design a trust to fit your own special needs.
Here are a few things you need to keep in mind.
- Decide how much you would like to put into the trust.
- Determine the income you would like to receive from the donated assets.
- Decide which type of charitable remainder trust will work best for you.
- Decide whether you would like the trust to also pay an income to another beneficiary. At the death of the surviving beneficiary, the remaining principal in the trust goes to Henry Mayo Newhall Memorial Health Foundation.
For more information, please call the Foundation at (661) 253-8082.
|
Valencia, CA 91355