Finding the right gift for
you and your charity
Bob (age 67) and Mary (age 66) recently retired and moved to Estes Park from Wisconsin. Bob was a successful corporate manager and Mary taught school. Years ago they purchased a rental property in their home town. It is now fully depreciated and too far away to manage well. They would have a huge capital gain tax bill if they sold. They are charitably minded.
Bob and Mary learned from Estes Valley Legacy about a charitable remainder unitrust.
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