When the Stars Align: Optimal Conditions for Charitable Remainder Trusts

Should I favor my personal balance sheet…or my long-term charitable goals? Fortunately for philanthropists, with a charitable remainder trust, you needn’t choose. 

Shea McCabe, CFP®
Associate Director—Wealth Strategies

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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