Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...

Charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) are two types of charitable trusts that could benefit your financial plans for your estate. They provide tax-advantaged income to ...

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

There are two different types of charitable remainder trusts. Susan and Fred know what hard work is all about. And they have the rewards as a result. Susan: “I was one of the lucky ones. It was a very ...

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For various reasons, the charitable remainder annuity trust has long been underutilized as a gift planning vehicle. At any given moment there may be somewhat over a hundred thousand split interest ...

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.

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 ...

Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Even if you’ve already started planning or have a Will in place, Trusts can provide an extra layer of ...