The following form is a sample of a charitable remainder inter vivos unitrust agreement.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés.
For your convenience, the complete English version of this form is attached below the Spanish version.
It's a great way to have your cake and eat it too—you can enjoy the financial benefits now and leave a meaningful legacy for a cause that's close to your heart.
There are no hard and fast rules, but it's a good idea to work with a financial advisor to figure out what makes sense for you.
Usually, you can tweak things, but it's best to check the trust terms or speak with a professional to know your options.
Once you've kicked the bucket, whatever is left in the trust goes to the charity you chose, helping them achieve their mission.
You'll get a steady income from your trust's assets, making your financial life a bit easier while also doing something good for others.
Anyone who wants to give back and also wants to benefit from their assets can set up this trust.
It's a fancy way of saying a trust that lets you give to charity while still enjoying the income from your investments during your lifetime.
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Fort Worth Texas Remanente Caritativo Acuerdo Unitrust Inter Vivos