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Minimize Taxes & Help Five Acres

WAYS TO REMEMBER FIVE ACRES
IN YOUR ESTATE PLAN AND MINIMIZE TAXES





If You have a will - Consider adding a codicil naming Five Acres to reduce estate tax
 

If you have a trust - Consider  consulting your attorney to include Five Acres to reduce estate tax 
 

If you have a retirement plan - Consider making Five Acres a beneficiary to reduce estate and income taxes



If you have a paid-up life insurance policy - Consider making Five Acres a beneficiary to reduce estate tax
 

If you have appreciated securities  - Consider donating to Five Acres to avoid current capital gains tax, receive a potential current income tax deduction and reduce estate tax
 

If you have real estate  - Consider donating to Five Acres to avoid current capital gains tax, receive a potential current income tax deduction and reduce estate tax
 


Sharing Good Fortune

Dorothy Phillips' Story:


“She was a private lady,” Al Meymarian said of Dorothy Phillips, “with a tremendous care for the elderly, battered, abused and anyone in need.” Mr. Meymarian considers it an honor to be the trustee responsible for the distribution of Ms. Phillips’ estate to charities such as Five Acres.  A long-time local resident Ms. Phillips was a nurse who eventually owned and operated a successful convalescent hospital in Pasadena. “She was always helping people and wanted to share her good fortune with those who were without – in a very quiet way,” Mr. Meymarian added. Ms. Phillips’ generous donation through her charitable remainder trust represents a significant sharing of her good fortune with children whose futures will be vastly improved because of her gift.

For questions or to receive a brochure about including a provision in your estate plan for the children and families Five Acres serves, please contact Cynthia Nickell at (626) 798-6793 Ext. 2250 or email her.