If you have extra funds and want to support a cause, a charitable trust might be an option. “A charitable trust can only be set up to give money to a charitable cause, but it also is a valued way to ...

For those whose estate planning involves tax management and who also are charitably inclined, charitable trusts are top of mind. But be aware: Not all charitable trusts are created equal. Put simply, ...

Charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) are two types of charitable trusts that could benefit your financial plans for your estate. They provide tax-advantaged income to ...

There are many types of charitable trusts available through the Jewish Federation of Metropolitan Chicago. Our estate planning professionals will work with you and your advisors to find the right ...

A charitable lead trust (CLT) is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members ...

There are a number of ways in which clients can incorporate their desire to benefit charities into an estate plan. At the most basic level, the Internal Revenue Code (the “Code”) generally provides ...

Charitable trusts and private foundations are powerful tools that allow individuals and families to support causes they care about. Both options allow you to create a meaningful legacy and ensure that ...

Charitable remainder trusts generally pay income beneficiaries a fixed amount or a fixed percentage of the trust's assets each year. That's not ideal for every client, though, so planners are ...

The last two months, I wrote about types of trusts and what they are used for. This month I continue that series as we explore more. » A Qualified Domestic Trust is a trust that may be used when a ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...