Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantor’s current objectives.

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

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

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

Once the trust is terminated, one or more charities chosen by you will receive the assets it held. With a charitable lead trust, you transfer assets to the trust for life (or a specific number of ...

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

As Dec. 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax ...

Lower interest rates make grantor retained annuity trusts, intra-family loans and charitable lead trusts especially appealing, as they allow clients to pass future asset appreciation to heirs with ...