Estate Planning for Physicians

A Great Way to Boost Retirement Income

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 secure—all at the same time.

Save Estate Taxes and Avoid Probate With Trusts

An important estate planning goal is to reduce estate taxes to the lawful minimum permitted by Congress. Trusts are key to accomplishing this.

Charitable Unitrust: A Gift That Pays You Back

Consider a charitable remainder unitrust to produce income for you and provide a tax deduction while supporting a charitable organization of your choice.