Trusts
- Understanding Trusts
- Qualified Personal Residence Trust
- Qualified Terminable Interest Property Trust (QTIP)
- Grantor Retained Annuity Trust
- Wealth Replacement Trust
- Charitable Remainder Trust
- Charitable Lead Trust
- Charitable Gift Annuity
- Glossary
Wealth Replacement Trust
You may be concerned about the financial security of family members and their need for the assets you intend to give to charity. By using a wealth replacement trust (WRT) with a charitable remainder trust (CRT), you can provide for both the charity and your heirs.
The WRT is funded with a new life insurance policy paying the proceeds to the trust on your death. Your heirs are the beneficiaries of the WRT. So, even though you have given money to charity, the amount your heirs receive is not diminished. Also, because the insurance policy is owned by the WRT, the proceeds are not taxable to your estate.Share Article:
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not a Bank Deposit | Not Insured by Any Federal Government Agency | |
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NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust not affiliated.
