Question: I would like to take advantage of the most current tax laws in order to benefit my favorite charity as well as myself and loved ones. Can this be done?

Yes This is considered to be TAXSMART CHARITABLE PLANNING

Question: What does TAXSMART CHARITABLE PLANNING mean?

• Enhancing your own (and your family's) financial security.
• Enriching the lives of others.
• Increased retirement income.
• A safer investment portfolio.
• Reduction in investment management aggravation.
• Financial security for incompetent family members.
• Increased income tax deductions.
• Significant gifts to the charity of your choice.
• Substantially reduced death taxes and probate expenses.
• A lasting tribute and honor.
• Privacy-if desired.

Question: How can the above be accomplished?

1. Set up a CHARITABLE REMAINDER ANNUITY TRUST
2. Set up a CHARITABLE REMAINDER UNITRUST
3. Set up a CHARITABLE LEAD ANNUITY TRUST
4. Set up a CHARITABLE LEAD UNITRUST
5. Use LIFE INSURANCE.

Bill Judge & Associates and it's affiliate Acacia Group would be happy to mail you a brochure explaining in detail each of the five ways to accomplish TAXSMART CHARITABLE PLANNING. Please contact us by phone (703) 218-5441 or e-mail.

TAXSMART CHARITABLE PLANNING is authored by Stephan R. Leimberg. He is a Professor of Taxation and Estate Planning at the American College in Bryn Mawr, Pennsylvania. He is an attorney, nationally known speaker and best selling author of over 40 books on Estate, Financial, Employee Benefit and Retirement Planning.