Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

A trust isn’t just a legal tool for the ultra-wealthy — it’s a strategic way to ensure your loved ones benefit from your hard work. A trust is a strategic tool that helps you not only protect your ...

It feels good to see someone smile. But it can feel even better to know that you are part of the reason for that smile. In a world where financial success and career advancement often dominate our ...

Learn about gifts in trust and how they help distribute assets according to the grantor's wishes and protect wealth for ...

Rafi, 3, holds a box of winter clothing that his family received from a distribution at Kawergosk Syrian Refugee Camp in Erbil Governorate, Kurdistan, Iraq. Tax planning may be far from your mind as ...