October 23, 2023
If you’re considering a charitable lead trust (CLT), it’s important to know the array of options you have and decisions you will need to make. Presented by Chris Powers, CFP®, AIF®, AEP®: Starting with the basics, a charitable lead
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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
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