| 5 min read

What is a Charitable Trust & How Does it Work?


ShareMany people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives. Charitable remainder trusts were authorized by the 1969 Tax Relief Act. […]

Read More »

Explore More Topics

Ready to brush up on something new? We've got more to read right this way.