Family Foundation Income Trusts and Family Foundations

Family Charitable Legacy Strategies: The Pinnacle Of Transference Planning

Disinherit The IRS

Benefits of Establishing a Family Foundation in a Public Charity Format:

• Reduce or eliminate:
• Capital Gains Taxes
• Estate Taxes
• Income Taxes
• Increases Annual Personal Tax-Favored Income, Dramatically
• Provides Great Asset Protection
• Transfers More Tax-Free Wealth to Heirs (Income, Estate, and Gift Tax-Free)
• Can Provide Lifetime Income Stream to the Donor(s) for One Life or Two
• Establishes Charitable Ownership
• Family Pride
• Continued Family Involvement and Direction
• More Effective and Efficient Charity
• Establishes a Legacy of Giving Into Perpetuity

Candidates for Family Foundation Planning: (One or More of These Financial Aspects)

• Possess Highly Appreciated Assets that are Potential to be Sold (Real Estate, Stocks, Business, Etc.)
• Want Asset Protection
• Desire to Transfer Wealth to Heirs
• Subject to Estate Tax
• Looking to Reduce Income Tax Burden (Immediate Income Tax Reduction)
• Looking to Increase Personal Income
• Own a Business (Potential Sale)
• High Income Year (Windfall)
• Charitably Inclined