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Financial Planning / Tax Strategies


Subject:  OT Financial Question Date:  6/18/2012  2:12 PM
Author:  TwoCybers Number:  116279 of 131788

As I said - off topic but there are a lot of bright folks here who know a great deal about financial matters. Can someone point to an instrument that could be purchased at the time of my death which would make annual payments over a period of ten years to an organization? The organization is a 501(c3) non-profit. Basically we want to spread a portion of our estate over a period of years - not in a single lump sum.

We understand this is possible with a Trust, but we are looking for an alternative to the bank's Trust Department.

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