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Planned Giving
A well thought-out estate plan can minimize estate and income taxes and ensure that your assets are distributed in the way you wish. The following is a donor’s guide to the tax and income benefits of gifts that also help preserve Marin’s agricultural lands.
MALT can help you
- Draft a will that works:
A carefully planned will or trust may save your family delay and
avoid unnecessary taxes and expense. MALT’S free Estate Planning
Kit can get you started.
- Gain income for life:
A charitable trust can provide you with tax advantages and income.
Your gift pays you or your loved ones income for life, then passes
to MALT.
- Bypass capital gains tax:
Ever sell highly appreciated stocks or real estate? The tax on
the capital gain can be shocking. You have another choice. A charitable
trust allows you to bypass the capital gain entirely and pays
you income for life.
- Get the most out of
your home or farm:
You can gain impressive tax benefits by giving your home or farm
to MALT while keeping the right to stay there for life.
With the right gift donors can
- Increase income
- Decrease taxes
- Bypass capital gains tax
- Reduce or eliminate estate tax
- Avoid probate and unnecessary transfer costs
For further information, contact MALT at
415-663-1158 or kball@malt.org.
Watch for updates to this page as we incorporate new sources of information on planned giving.
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