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