What Is a Charitable Remainder Trust?
A charitable remainder trust lets you avoid capital gains tax, receive lifetime income, and leave a legacy to charity. Here's how this powerful strategy works.
A charitable remainder trust lets you avoid capital gains tax, receive lifetime income, and leave a legacy to charity. Here's how this powerful strategy works.
Learn how to incorporate charitable giving into your estate plan using bequests, donor-advised funds, charitable remainder trusts, and IRA beneficiary designations — and reduce estate taxes while creating a lasting legacy.

The SECURE Act eliminated the beloved 'stretch IRA' for most beneficiaries — and most families still don't know it happened. Here's what the 10-year rule means for your inherited IRA, who it affects, and the strategies that can minimize a potentially massive tax bill.
A spendthrift trust keeps an inheritance protected from creditors, lawsuits, and poor financial decisions — even after you're gone. Learn how they work, who needs one, and how to set one up.