Kalispell Regional Healthcare Foundation

Planned Giving - Give the Gift of Hope

Donor E-newsletter Sign Up

Planned Giving

Free Estate Planning Guide

Planned Giving

Gift Options

Planned Giving

Donor Stories

Donor Stories

Reset Your Password

Reset Password

User Registration

User Registration

Contact Us

My Account

Gift Annuity

Create Your Plan

Planned Gifts Calculator

Create Your Plan

Part Gift and Part Sale

Create Your Plan

Create Your Plan

Create Your Plan

News

News

For Advisors

For Advisors

About Us

About Us
Text Resize
Print This
Email This
Request Illustration
Calculate Plan
Download Brochure

The Retirement Unitrust

The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she inherited the farm.

When Mary was growing up, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers would like to build homes on the farmland.

Mary: We have received modest payments from the farm over the years. I allowed a neighboring farmer to graze his cows on the farm until recently. Since I inherited the farm from my parents several years ago, the value of the farm has greatly increased.

Bill: We checked with our tax advisor and the farm could be sold, but there would be a very large tax to pay. Since it is a good time to sell the land, we would like to sell. And then it would be good to let the sale proceeds grow for about 10 years until we plan to retire. In fact, we are hopeful that we can sell tax free and then allow the proceeds to grow tax free.

Mary: I was excited to learn from our tax advisor that there is a plan that does provide for our retirement. She explained that we could transfer the land into a special trust. Once inside this trust, the farm could be sold tax free and the cash invested for growth. The proceeds would grow tax free inside the trust until we retire. At that time, the payouts would be taxable, but we could have as much as $900,000 in the trust.

Bill: We will enjoy a very nice retirement. We already have an IRA and are planning to use that for retirement. With the extra income from this retirement trust, we will be able to travel and really enjoy our golden years.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your unitrust benefits may be different, you may want to click here to view a color example of your benefits.


Print This
Email This
Request Illustration
Calculate Plan
Download Brochure
scriptsknown
Exception occured in setContact(): null