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.
That depends on your financial goals and your desire to support a cause. It’s a good idea to chat with a financial expert to see if it fits your plans like a glove!
Yes, you can decide who gets the trust's income—whether that's you, a family member, or a friend. It’s all in your hands like holding the reins of a horse!
Yes, you often can receive a charitable tax deduction when you set up the trust. It’s like getting a little bonus for doing a good deed.
Once the trust is in place, it's not easy to change it. It's like setting a big stone in a garden—once it’s down, moving it can be a challenge!
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Raleigh North Carolina Remanente Caritativo Acuerdo Unitrust Inter Vivos