Estate Planning for Physicians
There aren't many solutions that meet multiple goals, but here's one that does: a charitable remainder unitrust. This plan can accomplish the dual goals of supplementing retirement income and making a significant gift to a charitable organization. It is a gift that allows you to feel good about making a difference and feel financially secureall at the same time.
An important estate planning goal is to reduce estate taxes to the lawful minimum permitted by Congress. Trusts are key to accomplishing this.
Consider a charitable remainder unitrust to produce income for you and provide a tax deduction while supporting a charitable organization of your choice.