≡ Menu

Customer Reviews

Charitable Remainder Trust

It’s tempting to think of charitable donations and bequests to heirs as a zero-sum, either/or proposition.  There’s a finite amount of wealth to be distributed, and every dollar that goes one place can’t also go somewhere else. Now, to a certain extent, that’s an unavoidable constraint.  However, when you bring life insurance into the mix, […] Read more

Giving to charity is proper stewardship and is no doubt good for the soul. However, did you know that charitable donations also offer huge tax advantages? Better yet, the advantages of charitable giving can be maximized through charitable trust planning. Tax Advantages of Charitable Donations Charitable donations can reduce your income taxes because the IRS allows a tax deduction […] Read more