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 ...

Get information on trust funds. Learn the basics, types, pros & cons, how to set up a trust fund, and the alternatives of creating trust funds.

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

Assume the citizen of a municipality donates his art collection to the municipality, not outright but in charitable trust, for display in a public museum. The city council constitutes a six-citizen ...

A trust is a legal vehicle that allows a third party — a trustee — to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing ...

A charitable gift annuity provides lifetime income in exchange for a donation to a nonprofit, with tax benefits for the donor and organization.

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people wait until late in the year to plan their charitable gifts ...

A decedent’s estate and beneficiaries receive a new basis under Internal Revenue Code Section 1014(a) for most assets acquired from the decedent equal to the estate tax value. However, pursuant to IRC ...