The Charitable Remainder Trust (CRT) is a very powerful estate planning tool for people who have a very highly appreciated asset (such as a stock) which they are reluctant to sell because they fear ...

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets ...

Charity often begins with avoiding the tax man. The charitable remainder trust is a vehicle considered by many mature Americans seeking an edge. First of all, it permits individuals to make a ...

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 ...

Americans are well-known for their propensity to give, with charitable donations hitting a record high of $358 billion in 2014 according to the Giving USA Foundation. The challenge that many would-be ...

Charity often begins with avoiding the tax man. The charitable remainder trust is a vehicle considered by many mature Americans seeking an edge as they wrap up their tax year. First of all, it permits ...

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 ...

Inter vivos charitable remainder unitrusts and annuity trusts enable your clients to make significant gifts that go to charities at death while retaining income for life. When properly structured, ...

Charitable Remainder Trusts (CRTs) are irrevocable trusts with two separate interests: an income interest that provides the donor and/or one or more beneficiaries designated by the donor with fixed or ...