| CLIENT'S GOAL IS TO : | OPTIONS AVAILABLE : | WITH THIS BENEFIT : |
|---|---|---|
Use real estate assets to help their financial plan |
Partial Sale/Partial Gift |
A tax deduction, better income, more secure financial base and become a major donor |
Avoid tax on capital gains |
Use a bargain sale, a charitable trust, or gift annuity or a blend of these methods |
Avoid/reduce capital gains taxation, increase annual income, receive income tax benefits and become a donor |
Create multiple tax benefits |
Utilize a bargain sale, a charitable trust or charitable gift annuity |
Avoids capital gains taxes, reduce income, estate taxes, penalty and excise taxes |
Secure a fixed income that they cannot outlive |
Utilize a charitable trust, gift annuity, insurance annuity, life insurance products with asset management |
Secure future, solid active asset management, multiple tax benefits, donor benefits, along with personal legacy for their heirs |
Diversify asset management of their wealth |
Asset allocation by asset manager, utilize tax trust vehicles for tax savings, utilize life insurance products for maximum diversifcation |
More secure future, in control of returns, a more active role in asset management |
Secure a legacy for their heirs |
Utilize a life insurance trust and lower joint survivor rates |
Tax free distribution to heirs |