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 ...

For those whose estate planning involves tax management and who also are charitably inclined, charitable trusts are top of mind. But be aware: Not all charitable trusts are created equal. Put simply, ...

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 ...

There are a number of ways in which clients can incorporate their desire to benefit charities into an estate plan. At the most basic level, the Internal Revenue Code (the “Code”) generally provides ...

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 ...

Estate planning is crucial for high-net-worth (HNW) individuals who want to protect their assets and pass their legacy on to loved ones after death. HNW individuals have unique tax and non-tax estate ...

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 ...

Charitable trusts and private foundations are powerful tools that allow individuals and families to support causes they care about. Both options allow you to create a meaningful legacy and ensure that ...

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.