If you have a sizable estate and desire a dependable stream of payments, a charitable remainder trust might be right for you. This type of trust allows you to donate assets while receiving income for life or a term of up to 20 years. Once the trust ends, Equest receives the remaining balance. You may also benefit from tax advantages.

Two common types exist:

• Annuity Trust: Provides a fixed annual payment, ensuring predictable income regardless of investment performance.
  
  
• Unitrust: Pays a variable annual amount based on a fixed percentage of the trust’s fair market value, offering the potential for increased payments if the trust’s value grows.