Ep 17: Is a Charitable Remainder Trust Right for You?
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Ep 17: Is a Charitable Remainder Trust Right for You?
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About this listen
Today we're talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We'll share the answers in today's show.
TIMESTAMPS:
0:41 – What is a charitable remainder trust?
2:25 – Difference between donor-advised fund
3:02 – How it works
6:30 – Capital gains taxes
7:45 – Selling a business
10:19 – Tax benefits
13:52 – Leaving money to children
17:00 – Leaving 10%
MORE INFORMATION:
https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
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