Are You Losing Big Tax Savings on Your Charitable Bequests?

Don't wait for death to give money to charity. Set up a charitable remainder trust now and get a tax deduction.

I was sitting with a new client the other day, reviewing a summary of his current estate plan, and I noticed that he had several substantial bequests to charities in his will. So, I asked him why he was leaving the money to charity at his death.

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Bruce S. Udell, ChFC, CLU, MCEP
President, Udell Associates

Bruce S. Udell has more than 40 years' experience in the financial industry. He designs solutions for wealth accumulation and enjoyment for high net worth individuals. Bruce is sought-after for his easy-to-understand approach and his special talent in creative estate planning. He is the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning.