The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks

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3 Methods of Using Life Insurance for Charitable Planning

Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to the charity and also provide tax or other financial benefits to the donor, life insurance can be used in situations in which other assets can’t. Planning considerations with life insurance are complex, owing to issues based on tax, insurance, and securities law. Here are various ways life insurance is used in charitable giving.

Testamentary CRUT with Income Between Spouse and Charity

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“Supporting Organizations: Imagine Donor Advised Funds on Steroids”

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