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Husson University Alumni and Friends

Estate Plan Options

When It Comes to Including Husson University in Your Estate Plans, You Have Options!

  • Do I want to avoid estate taxes?
  • Would I like the possibility of adjusting my estate plans in the future?
  • Would I like the ease of a simple and easy way to execute gift?

I may want to consider a bequest

  • Is there a specific organization or cause I wish to support?
  • Do I need a fixed stream of income?
  • Do I want a better rate of return than my CD, savings account, or checking account is providing?
  • Do I need an income or capital gains tax deduction?

I may want to consider a charitable gift annuity

  • Am I receiving an annual income stream of assets that I simply don’t need?
  • Do I want to leave these assets to my children or grandchildren?
  • Did these assets depreciate in recent years but have the potential to grow significantly over the next decade?
  • Do I need to get these assets out of my estate right now?

I may want to consider a charitable lead trust

  • Do I need an additional stream of income or want to provide one for my heirs?
  • Do I want a better rate of return than my CD, savings account, or checking account is providing?
  • Is there a specific organization or cause I wish to support?
  • Do I need an income or capital gains tax deduction?

I may want to consider a charitable remainder trust

  • Do I have an insurance policy I or my family no longer needs?
  • Would I like to claim an income tax deduction on my policy’s replacement value or premium payments?

I may want to consider gifting my insurance policy

  • Do I have a piece of real estate that I don’t need anymore?
  • Will selling the property be an inconvenience to my family?
  • Are property taxes, insurance, and utility bills becoming a problem?
  • Do I need an income or capital gains tax deduction?

I may want to consider a gift of real estate

  • Do I want to avoid estate taxes and possibly federal income taxes as well?
  • Would I like the ease of a simple and easy to execute gift?
  • Would I like the possibility of adjusting my estate plans in the future?

I may want to consider gifting my retirement assets