THE CHARITABLE GIFT ANNUITY

All the talk about 'capital gains tax' assumes that such gains actually exist. One of the results of the recent0 stock market debacle is that there will be little capital gains taxes imposed, in some cases for years to come. This assumes, of course, that you have actually booked the loss for tax purposes.

Along with the loss of tax incentives to include a charity in your planning, you have the added concern of meeting your own lifetime planning needs.  If one of the planning needs is to have funds available for home care or facility care, then you should know that you can do both. You can be a hero to charity at the same time as funding your health care needs, You need only to sit down with your planner and discuss the report which is available to you from our home page.