Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or property to charities while also retaining an income stream. The grantor, or someone Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their Read More...