Plain-English notes on charitable trusts.
The kind of explanations we'd give you in a meeting, written down and usually with a visual. Short, jargon-free, and grouped by who they're for.
How to spot a CRT candidate in your book
The setups where a charitable remainder trust is worth a conversation - and how we fit in when one is, without taking over your relationship.
Where a charitable remainder trust fits in an estate plan
A CRT as a deliberate estate-planning move rather than a reaction to a pending sale - and how we handle the tax and trust math alongside you.
What a charitable remainder trust actually is
In plain English, with a visual. A financial strategy with a charitable outcome - and you don't have to think of yourself as "charitable" for it to make sense.
When to bring in a CPA on a major gift
Where your role ends, where ours begins, and how the team fits together on a complex gift involving farmland, equipment, or appreciated assets.
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