Charitable Trusts, Part II: Understanding The Major Tax Benefits
Estate Planning Last week, I blogged about charitable trusts and donor-advised funds from a high-level. As promised, this week, I will be diving deeper into the benefits, focusing specifically on the tax benefits of implementing either a charitable remainder trust (CRT) or a...
Charitable Trusts, Part I: The Overview
Estate Planning When my current clients and future clients come to me, not a lot of them know there’s a way to truly provide for people. In building out a solid estate plan, it’s my job to consult with clients and ensure all their needs are met for their family....