America’s first Travel Trust™
Creating a meaningful family Trust
Creating a family trust can be a stressful process. On one hand, you want to provide financial safety and security for your family. But on the other, you want to ensure your gift fosters growth and development for your children and grandchildren. If only you could give them the world.
Now you can through America’s first-ever Travel Trust™. This innovative family trust program allows parents and grandparents to place tax-exempt gifts into a family trust. The Trust funds can be used for enriching travel experiences today and in the future.
Give them the world
For many, travel is an important, personally enriching part of life. It expands our minds and shapes our identities. One of the most fulfilling aspects of travel is being able to share it with others. These special moments are often preserved for future generations through photography, stories, journal entries and video. But imagine the joy of traveling with children and grandchildren and literally sharing the wonders of ancient civilizations, amazing wildlife, and foreign cultures.
Gift tax exemption
Travel Beyond is giving new meaning to estate planning and gift tax exemptions. According to Section 2503b of the Internal Revenue Code, each year married couples have a gift tax exclusion up to $26,000 ($13,000 per individual). Instead of simply giving away assets to children and grandchildren, more and more Americans are choosing to design their family trust with the goal of enriching the lives of their family. These gifts are often designated for education, and more recently, travel.
Many people are interested in giving gifts for both education and travel, but don’t realize they can maximize their tax-savings for both goals. By writing a tuition check directly to a qualified educational organization (tax-free) you can fully maximize your savings and free up your annual gift tax exemption for rich travel experiences.
America’s top advisors
Travel Beyond has assembled a highly regarded team of independent legal and wealth management advisors from Grandchamp, Guyette & Cronin and the UBS – Koch Cherne Wealth Management Group. Each partner understands the unique complexities of creating a family Travel Trust™ and will provide peace of mind by helping counsel clients through the creation and management of the trust.
Work with your own advisors
If you prefer to work with your own advisors to design a Travel Trust™ you can purchase Travel Beyond’s “Guide to Travel Trust Planning,” which will provide helpful information along with a Trust Planning Checklist and Drafting Tips.
To learn more about setting up your own Travel Trust™ contact JimB@TravelBeyond.com – (800) 876-3131
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