Naming a charitable remainder trust (CRT) as IRA beneficiary can keep your plans on track. The CRT strategy is very flexible. Here’s an example of how it can be used. Max Profits is a widower in his ...

Accountant and financial planner Charles McLucas Jr. vividly recalls the first time he crafted a charitable remainder trust. A couple in Northern California owned a glass business and the building it ...

The following column was contributed by Chad Slate. For many retirees, Required Minimum Distributions (RMDs) can create an ...

As we’ve seen, a high interest rate environment can generate financial challenges, such as tighter lending standards and reduced consumer spending. But it may also present certain opportunities for ...

Many families have either a charitable remainder trust (CRT) or charitable lead trust (CLT), which enables them to donate generously to their favorite charities while providing immediate tax savings.

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On January 3, 2009, an alternative currency was born, known as Bitcoin—a cryptocurrency or virtual currency secured through digital blockchain technology, allowing electronic monetary transactions ...