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John and Grace were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit. More
Robert and Vicki were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More
Hannah lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Hannah found it increasingly difficult to care for her property. More
Romero is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value. More
Susie and Brian bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake. More
Anthony purchased his home many years ago for $80,000. The home is now worth $420,000. Anthony wants to sell his home and buy a condo for $130,000. More
Mark was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Mark wanted to thank us with a gift from his estate. More
Carlos and Jessica spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission. More
While visiting her favorite charity's website, Laura came across the idea of a give it twice trust. She contacted the charity for more information. More
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible. More
