Support Whittier
Remainder & Annuity Trusts
Gifts That Pay Income To You
An Annuity Trust is set up to pay a return or fixed annual percentage of 5 percent (or more) of the net fair market value of the assets placed in the trust. The trust assets are valued initially, at the time the property is placed in the trust. The trust assets are never revalued.
A Remainder Trust is set up to pay a return or fixed annual percentage of 5 percent (or more) of the net fair market value of the assets placed in the trust. The trust assets are revalued annually.
For more information on these gift options, please contact us.
