Charitable Remainder Trust:
What to Consider
If it appears that no heir will continue your business, you may be interested in liquidating some of your business assets for retirement. Doing so, however, may create a large tax bill. A charitable remainder trust (CRT) is a strategic business option that allows you to convert the full value of your business assets into income-producing investments, while reducing your tax burden.
A charitable remainder trust may be right for you if you:
- Own depreciated business assets
- Own appreciated land, or investment or business assets
- Intend to sell your assets to unlock additional retirement income
- Need an estate planning strategy that preserves your estate for your family or heirs
- Have strong charitable intent
For more information on the benefits and advantages of a charitable remainder trust, view the Business Insurance – Charitable Remainder Trust brochure, available here.
For more information about a charitable remainder trust, find a Farm Bureau Financial Services agent now.
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