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  • A fresh look at charitable remainder trusts

    January / February 2012
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1068

    Abstract: Those who are charitably inclined but concerned about having sufficient income to meet their needs may find that a charitable remainder trust (CRT) is the answer. A CRT allows donors to support a favorite charity while potentially boosting their cash flow, shrinking the size of their taxable estate, and reducing or deferring income taxes. This article explains the basics of a CRT and the investment advantages. A sidebar shows how a CRT provides the ability to control the income flow to suit the donor’s needs, which can be helpful in retirement planning.

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