Barron's

The Charms and Dangers of the Charitable Remainder Trust

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 ...
Investopedia

Charitable Lead Trust: Meaning, Pros and Cons, FAQs

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...
Forbes

Charitable Remainder Trusts Explained: Overview And Functions

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...
Hosted on MSN

Charitable Remainder Trust (CRT) | Definition, Pros and Cons

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 ...
Business Insider

How the rich have their cake and eat it too by using trusts to give to charity, collect cash, and save on taxes at the same time

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 ...