10/02/2026
What would you do if a property you inherited had dramatically increased in value, but selling it meant a significant tax bill?
That's the challenge Mary and Bill faced when their family farm became prime development property. By exploring a charitable retirement unitrust, they found a way to sell the asset, plan for retirement income, and support causes they care about.
If you own highly appreciated real estate, stock, or other assets, this strategy may be worth exploring.
Learn more about charitable remainder unitrusts and retirement planning: tsatexaslegacy.org
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm. When Mary was a child, 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.