Help others as well as yourself and your family
With a Charitable Trust from the MBT Wealth Management Group, you can make a current contribution to a charity and defer or minimize taxes, allowing you and your family to obtain numerous benefits depending on your situation and goals.
Features and Benefits
- Possible current tax deduction.
- Increase current income stream.
- Reduce taxable value of your estate, maximizing benefit to your heirs.
- Make a charitable gift today that was planned for the future.
- Reduce investment risk by liquidating overconcentrated assets and reinvesting.
- Potential savings on capital gains tax.
- Guarantee your heirs receive the full value of your planned bequest.