Trusts can be used in estate planning to pass on a person’s assets smoothly and to the best financial effect. A charitable lead trust is a type of irrevocable trust designed to reduce a ...

Donating money to charities you care about feels good. It can also lower your tax bill by reducing your taxable income in an ...

Leading with Philanthropy. A charitable lead trust is an irrevocable trust designed to provide charitable support to Bowdoin for a period of time, before funds remaining in the trust are returned to ...

With the charitable lead trust, these trusts distribute funds to the charity for a term of years or for the life of the ...

A charitable lead trust is a sophisticated vehicle that can play an important role as part of your overall estate planning. If you hope to transfer assets to your heirs with limited taxation while ...

Another advantage is that unlike with a charitable lead trust, a trustor or their designated noncharitable beneficiary can get a regular income stream from a charitable remainder trust while ...

The Waltons, the billionaire family of Walmart heirs, have saved at least $3 billion in estate taxes, according to Americans for Tax Fairness, using one tactic: a charitable lead trust.

Discover essential tips and giving options, from donor-advised funds to charitable trusts, to make your generosity impactful ...

Two common types are the charitable remainder trust and the charitable lead trust. There are variations within these categories as well. If you set up a charitable remainder trust, you’ll fund ...

As part of the gift, the trust provides income for you for your lifetime or a set number of years. Once the trust is terminated, one or more charities chosen by you will receive the assets it held.

Bruce Helmer and Peg Webb are financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO 830 AM on ...