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C.A.R.E. TM

C.A.R.E. TM. A s s et R e p o si t i o n. DONOR. C H ARI T A B LE REMAIN D ER T R U S T. C haritable A sset R epositioning E state Plan. I nc o me F o r L i f e. C h a r i ty R e c e i v e s T r a n s f e r U p o n D e a th. C H ARI T Y.

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C.A.R.E. TM

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  1. C.A.R.E.TM

  2. Asset Reposition DONOR CHARITABLE REMAINDER TRUST Charitable Asset Repositioning Estate Plan Income For Life Charity Receives Transfer Upon Death CHARITY Excess Income From Tax Savings/RMD’s WEALTH REMAINDER TRUST (OPTIONAL) CHILDREN/HEIRS OF DONORS

  3. Most clients have the same issues • Fully taxable IRA/401K • Minimum distribution strategy • No tactical estate plan or exit strategy • Desire to shelter wealth from taxes and probate

  4. These benefits are now possible with the C.A.R.E Program • Maximum current tax savings • Higher current income • Tax free wealth transfer • And the best part of it all…

  5. Clients can now… • Leave money to charity • Accommodate for future tax law changes • Utilize the “ 2-tier” trust strategy • Enhance inheritance for children and beneficiaries

  6. Virtually any asset can be placed in a CHARITABLE REMAINDER TRUST $ $ $ $ $ $ $ $ Immediate income comes back to the donor $ $ $ $ $ DONOR

  7. CharitableRemainder Trust In addition to the income, an immediate tax deduction may be generated as high as 30%-50% of the deposit in the trust.

  8. WEALTH REMAINDER TRUST CHILDREN/HEIRS OF DONORS Wealth transfers directly to beneficiaries without taxation or probate

  9. The C.A.R.E.. Program delivers the “2-tier” trust strategy directly to the client with you the advisor in control of the assets... The estate plan is turn-key and fully automated and includes tax advisory at a small fraction of the normal cost. You maintain the relationship for life while adding significant value to your clientele. The C.A.R.E. Program does not act as a tax advisor. You are advised to seek out the assistance of a tax professional before implementing the C.A.R.E Program.

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