Naming a charitable remainder trust (CRT) as IRA beneficiary can keep your plans on track. The CRT strategy is very flexible. Here’s an example of how it can be used. Max Profits is a widower in his ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.

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 ...

Accountant and financial planner Charles McLucas Jr. vividly recalls the first time he crafted a charitable remainder trust. A couple in Northern California owned a glass business and the building it ...

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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 ...

As an experienced independent financial advisor and investor, I understand the dual benefits of charitable donations. They allow you to support causes you care about while providing significant tax ...