💝 Family Charitable Trust Bundle + Complimentary Charitable Trust
Give generously—while preserving family wealth.
This bundle guides you through creating a Charitable Trust that supports the causes you care about and provides long-term tax and income advantages for your family.
Learn how to leverage charitable giving as part of your estate strategy while establishing a legacy of service.
Includes:
• Charitable Trust Course (Lead and Remainder Trusts explained)
• Tax impact strategies for planned giving
• Structuring charitable payouts and beneficiaries
• Complimentary Charitable Trust documentation
🌍 Perfect for values-driven families, philanthropic leaders, and those who want to blend purpose with planning.