Plan a Gift That Allows Me to Retain an Income
Often referred to as gifts that give back, each type of life income gift can be an integral part of your overall financial plan. Each can provide income tax and estate tax advantages. The life income stream to you or your loved ones can be tailored to your individual needs. Our professional staff can answer questions about drafting documents, choosing a trustee, and determining what assets are appropriate for use in each type of life income gift.
• Variable income for term or for life
• Fixed income for term or for life
• Guaranteed fixed income for life
• Deferred guaranteed fixed income for life
• Interest income for life
