Charitable Remainder Trust Archive

July 18,
2023

What You Need To Know About Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) allows you to donate to a favorite charity. However, the organization does not receive your donation until after you pass. While you are still alive, the assets held in trust work for you in multiple ways.

June 15,
2021

The Benefits of Charitable Remainder Annuity Trusts (CRATs)

Managing appreciated assets can be a challenge for multiple reasons. If you are looking to take an appreciated asset and turn it into retirement income or benefits for your children and grandchildren, your first thought might be to sell the asset and reinvest the money into something else.

June 26,
2020

What are the benefits of a Charitable Remainder Trust?

When estate planning many people wish to use their assets to help fund their favorite charities, in addition to providing for their families and loved ones. Donating can make a lasting impact on charities and you and your family can also reap tax benefits. The most popular variety of charitable trust is a charitable remainder trust.