How Charitable Remainder Trusts Fit into an Estate Plan

by Jessica Asselin | Sep 18, 2025 | Charitable giving, Estate Planning

Takeaways A charitable remainder trust (CRT) is an estate planning tool that allows you to donate to charity while receiving income for a set term, blending philanthropic goals with financial strategy. CRTs offer such benefits as tax deferral and income streams, but...

Can You Give Away Real Property and Avoid Probate Court?

by Jessica Asselin | Jul 18, 2025 | Charitable giving, Estate Planning, Inheritance, Real Estate

Takeaways When passing property to heirs, using a deed can help avoid probate court. However, deeds have downsides, such as limited flexibility and lack of creditor protection for beneficiaries. If you plan to pass your home on to a family member through your will,...

Charitable Remainder Trusts: “Test-Drive” Charitable Giving

by Jessica Asselin | Apr 21, 2025 | Charitable giving

Takeaways Americans are among the most generous people in the world, but trust in charities is declining amid concerns about transparency and accountability. Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while...