Wills - It is never too early
or too late to include ReadyStart in your will or living trust. Leaving such a
gift affirms your estate planning intentions and ensures that you determine
how your assets will be distributed. A bequest may significantly lessen
your estate tax burden and can take many forms:
- An outright cash gift
- A gift of real estate
- A gift of securities
- A percentage of your estate
Life Income Gifts - A life income gift allows you to
transfer assets now, and yet continue to receive income from the cash,
stock, or other property contributed. A life income gift can allow you
to 1) increase your income for life; 2) receive a generous charitable
contribution; and 3) if you contribute stock, avoid any capital gains
tax on the appreciation. Your financial advisor can assist you in determining
the best option for you.
Life Insurance - If you own a life insurance policy
that is no longer needed, consider giving it as a gift to ReadyStart. To
receive a charitable deduction, name ReadyStart as the owner and beneficiary of the
policy. If the policy has a cash value, a charitable deduction may be
taken. If annual premiums are still due, those premiums will be tax deductible
each year. See your insurance agent for details.
For more information, please contact our Development Department at 469-385-7299
or request information online. |
