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 ...

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 ...

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 ...

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 ...