Convenience Your trust can make payments to you quarterly, semiannually or annually. Your payment will be mailed to you automatically. We also furnish you with all the pertinent tax information you need. However, if replacing the value of the gifted asset for your heirs is a concern you have, there is an easy way to take care of it. And you can control when and how they receive it.
Trusts really are simple to understand.
Just remember your childhood, when you created them all the time. We would be happy to consult with you. Fill out the attached form and send it to us. We will send you more information about the specific benefits you could receive by establishing a Charitable Remainder Trust to continue the good works of the Franciscans. Let us show you what your gift will do for you and for others.