Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

The purpose of a charitable remainder trust, or CRT, is to provide a benefit to the donor (income for life) and charity (distribution at death) while receiving an immediate charitable tax benefit.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

Before I get immersed in the details, the big picture that I’m presenting in this post is that there are many situations where your children would get more money and a steadier income if you named a ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Feb 04, 2025, 05:00am EST Feb 04, 2025, 12:02pm EST ...

Adapting Tom McCarthy's cult novel, artist Omer Fast's feature debut is a reality-bending psycho-thriller about a young man whose mind gets stuck on repeat. By Stephen Dalton Based on a mind-bending ...

Charitable remainder trusts (CRTs) provide income to beneficiaries. What's left goes to charity. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Trustees have a duty to diversify charitable remainder trust (CRT) investments. Let’s look at the diversification of investment rules applicable to all trusts and then home in on cases involving CRTs.