Learn how charitable remainder annuity trusts (CRATs) work, providing fixed income to beneficiaries and tax benefits while ...

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

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

More than half of baby boomers are now in their 60s — an age when many individuals consider leaving a legacy through a charitable gift. Yet Joe Bull, executive director of gift planning at Carnegie ...

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 ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

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.

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than they would face if they sold a work outright. Observer Labs For all the ...