It’s that time of year again… the hustle and bustle of the holidays are upon us! If you are like me, you may still be searching for that perfect gift for everyone on your list. Perhaps this year, as you make your list and check it twice, you may want to consider a charitable remainder trust.
A charitable remainder trust is an irrevocable trust that allows the donor, or anyone else you name, to receive each year either a fixed dollar amount from the trust or a percentage (at least 5%) of the value of the trust. Read More