donations for a charitable remainder trust

What Is a Charitable Remainder Trust?

High-net-worth individuals may consider establishing a charitable remainder trust for significant tax benefits. What is a CRT, and how does it work?

people hugging doing their business succession planning

Planning for Business and Wealth Succession

The transfer of ownership is far more than a handshake and a few signatures. Often there are millions of dollars in assets moving between all parties involved. Brandon Berman, Director, Wealth Management You’ve spent your life building your business, and the day-to-day may consume most of your time. However, there