Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Other WRAL Top Stories Even if you’ve already started planning or have a Will in place, Trusts can provide ...

Charitable lead trusts help you donate to an organization while preserving the remaining inheritance for your heirs. Many, or all, of the products featured on this page are from our advertising ...

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 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 ...

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.

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 ...

A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the ...

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 ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...