Understanding Charitable Remainder Trusts

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs) to increase their incomes, save taxes and benefit charities. What does a CRT do? A CRT lets you convert a highly appreciated...

When Is It Time to Service Your Estate Plan?

If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to...