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...

Presented by Gerard Longo, AIFA®, CPFA®: A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give 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...