TMTW # 99 – Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts

Tax and Money Tip of the Week
Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts
June 27th, 2012 | No. 99

Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts

From Broadbridge, here is a great summary of CRTs and CLTs for clients considering charitable gifts and potentially saving estate taxes:

CRTs and CLTs

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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