It is not unusual for a tax adviser to suggest that a client involved in estate tax planning leave some assets to a char­ity. Clients who would like to see their charitable endeavors perpetuated are ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. AzmanL / Getty Images Form 8283: Noncash Charitable Contributions is ...

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 ...

Charitable trusts and foundations can be used to both secure personal, family or business assets and enable philanthropic endeavors. Each one provides assets, such as securities, with protection from ...

IRS Private Letter Ruling 202550004 addresses tax implications when charitable trust distributes all assets to private ...

Trusts exist to manage assets on behalf of businesses or organizations. They have a variety of legal uses, all of which help business owners or their beneficiaries preserve and grow their wealth. For ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...