Category Archives: Gift Vehicles

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

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Testamentary CRUT with Income Between Spouse and Charity

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“Supporting Organizations: Imagine Donor Advised Funds on Steroids”

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The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution

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