Charitable Remainder Trusts and Wealth

[Ryan Owen]

After ten years in the Philanthropic Gift Planning field I have become an expert at using special tools like Charitable Remainder Trusts and Life Insurance to meet life goals. Real Estate assets can provide some of the greatest opportunity for these sorts of gift plans that not only create a legacy for your name but can help you avoid taxes, pass on wealth, or exit your business.

I would be quite happy to speak with you about the work I have done and what a CRT could possibly do for you.