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Informative Articles & Inspiration on topics related to retirement wealth management, financial goal planning, legacy, protection and taxes.
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Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back
October 2, 2024
In legacy planning, Charitable Remainder Annuity Trusts (CRATs) stand out as a strategy for individuals who want to make a lasting impact through charitable giving while also securing financial benefits.
If you’re considering how to incorporate philanthropy into your financial plan, understanding CRATs could be the key to optimizing your estate for both personal and […] The post Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back appeared first on LBDIAS.
October 2, 2024
In legacy planning, Charitable Remainder Annuity Trusts (CRATs) stand out as a strategy for individuals who want to make a lasting impact through charitable giving while also securing financial benefits.
If you’re considering how to incorporate philanthropy into your financial plan, understanding CRATs could be the key to optimizing your estate for both personal and […] The post Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back appeared first on LBDIAS.
Profile last updated on October 17th, 2024