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The Nautilus Group®

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Charitable Remainder Trust with Wealth Replacement

Did you know your money can only go to one of three places when you pass away? Your family, the government, or your favorite charity. Watch this video to see how Deena and Dave learned a way to minimize their taxes, provide financial security for their family, and support their favorite dinosaur museum by using a charitable remainder trust as part of a wealth replacement strategy.

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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

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