A charitable remainder annuity trust (CRAT) provides annual disbursements to a beneficiary, with a fixed payment issued to the donor each year. The remaining assets are transferred to a designated charity upon the donor’s death, and the trust can be structured to allow all assets deposited to generate annual income for the beneficiary. An administrator […]
Charitable Surplus Trusts allow donors to gift property and assets to a specific charity or non-profit entity while retaining and using those assets for as long as they are alive. Upon the donor’s death, the assets are transferred to the designated charity, providing tax benefits and reducing estate taxes. The trust cannot be revoked, but […]
Charitable Remainder Trusts allow donors to donate assets to a charity while keeping and using them during their lifetime. The trust offers tax benefits and reduces inheritance taxes, but cannot be revoked once set up. Financial planners can help structure the trust. Charitable Remainder Trusts are arrangements that allow you to proceed with the donation […]
