We have several options that help you meet your personal planning goals and save taxes while making a gift to help keep Dallas healthy.
You can donate a residence, vacation home or farm to charity and still use it for your lifetime.
By selling assets to a charity at less than the market value, you can count the difference as a charitable donation and have cash to meet financial needs.
Pass on assets to heirs in a tax efficient manner by creating a charitable lead trust. The trust makes current contributions to charity and after a term of years the remainder goes to heirs and greatly reduces or eliminates estate and gift taxes.
Questions? For more information contact Kent C. Weimer, director of trusts, estates and gift planning, at kent.weimer@phhs.org or 214-266-2036.