
January 3, 2022
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
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December 21, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their
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