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Upcoming Seminar: “Weathering The Recession: How You Can Protect Your Money, Family, and Business in 2023”

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5 Reasons You Should Not Disinherit Your Children

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Should You Be Worried About The Estate Tax In 2023?

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Upcoming Seminar: “What If You Fail At Estate Planning?”

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How To Get Paid From A Charitable Trust

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Can You Avoid The Medicaid “Look-back” Period By Transferring Assets To Your Children?

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What Is Nursing Home Poverty?

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Can You Make An Income Off Of A Charitable Contribution?

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Memento Mori Estate Planning Podcast: Episode 3

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Articles

What Is A Charitable Remainder Trust?

A charitable remainder trust is an often-overlooked estate planning tool for persons with charitable (or tax-planning) goals who fear losing the use of assets during life. This article provides an overview of charitable remainder trusts for planning during life and after death, outlining the flexibility, risks, and tax benefits of the trust.

Like all trusts, a charitable remainder trust involves the transfer of assets to a middleman, called the trustee. The trustee distributes the assets to persons (or entities) known as beneficiaries. A charitable remainder trust has two categories of beneficiaries. The “life” beneficiary is often the donor (the person creating the trust and contributing...

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