Charitable Lead Trusts
(Is this gift for you?)

A charitable lead trust is for you if ...

• You hold appreciating assets that you want to pass on to the next generation
• You want to reduce your gift and estate taxes.
• Your planning objective is to preserve the value of your estate, not increase your income or reduce your income tax
• You are looking for techniques that will give your family more of your estate over a longer period of time
• You want your gift to provide a stream of income to us

For more information

Email us, complete the personal illustration form, or call us at 610-526-1425 so that we can assist you through every step of the process.