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Thursday June 8, 2023

News

Thank you for your interest in Joy to the World Foundation. Our hope is to serve you and your family with helpful information. More
Bypass the Estate Tax
Personal Planner
Bypass the Estate Tax
There are both temporary and permanent rules for federal estate planning....
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Federal Debt Limit Agreement Avoids U.S. Default
Washington News
Federal Debt Limit Agreement Avoids U.S. Default
With a vote of 314 to 117 in the House of Representatives and 63 to 36 in...
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Social Security Benefits for Family Members
Savvy Living
Social Security Benefits for Family Members
What are the Social Security benefits for family members? What are the...
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Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Donor Advised Funds

Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
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Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Let us help you with your gift plans.