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Your gift to The Actuarial Foundation can make a meaningful impact on our mission. If you have included or are considering including a gift to The Actuarial Foundation as part of your estate plan or in the form of another gift, please let us know.
Are your appreciated assets, such as stock, bonds or real estate, producing little or no income?
If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax.
When transferring a portion of your primary residence to fund a unitrust, you may apply your one-time home exclusion to reduce or eliminate capital gains tax that would otherwise be due from the sale. Your tax advisor can assist you to determine if you should utilize this strategy.
If you have any questions about a sale and unitrust, please contact us. We would be happy to assist you and answer any questions you might have.