Wealth manager explains how combining entity discounts with charitable provisions can eliminate estate tax challenges.

This article highlights the importance of strategic litigation planning in charitable estate planning. Properly structuring ...

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 ...

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 ...

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a ...

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 ...

Rich Americans can parlay their philanthropy into guaranteed income for life and tax savings. Charitable remainder trusts give annual payments, and whatever is left at the end goes to charity. There ...

In Private Letter Ruling 202550004 (Dec. 12, 2025), the Internal Revenue Service ruled that a series of transactions that resulted in a charitable trust (the Trust) distributing all of its assets to a ...

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 ...