Understanding Charitable Remainder Trusts

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity

Estate Planning > FAQ Topics > Charitable Remainder Trusts FAQs
 
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10. What kinds of assets are suitable?

The best assets are those that have greatly appreciated in value since you purchased them, specifically publicly traded securities, real estate and closely-held corporations. Mortgaged real estate usually won't qualify. (You might consider paying off the loan.) Cash can also be used.

 

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