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

It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

Split interest trust. A split interest trust, such as a charitable remainder trust or charitable lead trust, is a good option for those looking to benefit a charity while also shifting assets to ...

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 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.

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 ...

A federal district court has permanently barred a tax professional and his company from organizing, promoting, selling, or marketing tax schemes involving charitable remainder annuity trusts (CRATs).