Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to Trinity School at the same time.
Here are some of the benefits you can take advantage of:
We can show you creative ways to use your assets to benefit Trinity School, while at the same time preserving the benefits of those assets for you and your family.