Tip of the Day
You can benefit yourself now and Wharton later.
You can give many kinds of marketable, appreciated property — closely-held stock, real estate, or partnership interests — to a charitable remainder unitrust and receive significant tax and income benefits.
You will receive income for life plus an immediate charitable deduction, avoid the capital gains tax, and benefit Wharton at the same time.
You can even arrange for your assets to grow tax-free until you turn the "income spigot" on at retirement or some other future event, such as the start of your child's education.
Read more..., Email us, or contact us at 215.898.1638.