It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

Over the many years that I practiced, the popularity of the charitable remainder trust ebbed and flowed. Though always recognized as a versatile planning tool, CRTs were mainly touted as a vehicle for ...

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...

There are two different types of charitable remainder trusts. Susan and Fred know what hard work is all about. And they have the rewards as a result. Susan: “I was one of the lucky ones. It was a very ...

While charitable giving can have tax advantages, the implications and benefits of any contributions you make will depend on your personal circumstances. Avenues for charitable giving today go beyond ...

The SECURE Act—starting in 2020— killed the stretch IRA for most heirs. Until that legislation, an heir could generally have required minimum distributions stretched over his or her life expectancy.

Avenues for charitable giving today go beyond traditional cash donations made directly to nonprofit organizations. Investment vehicles designed specifically for charitable donations provide ...