The oldest of America’s 72 million baby boomers are turning 68 this year, the average age at which individuals create charitable remainder trusts. That’s likely to produce a surge in such gifts during ...

Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...

More than half of baby boomers are now in their 60s — an age when many individuals consider leaving a legacy through a charitable gift. Yet Joe Bull, executive director of gift planning at Carnegie ...

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.

For various reasons, the charitable remainder annuity trust has long been underutilized as a gift planning vehicle. At any given moment there may be somewhat over a hundred thousand split interest ...

Charitable Remainder Trusts (CRTs) are irrevocable trusts with two separate interests: an income interest that provides the donor and/or one or more beneficiaries designated by the donor with fixed or ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, ...

Charitable giving can help individuals accomplish many objectives, not the least of which is the satisfaction that can come from helping others. Though it may seem difficult for many donors to ...

There are two different types of charitable remainder trusts. Susan and Fred know what hard work is all about. And they have the rewards as a result. Susan: “I was one of the lucky ones. It was a very ...