One person is answering a yes or no question if he knows what a charitable lead trust is.

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 Read More...
Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

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 Read More...

Accessibility Tools