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#099: Understanding Charitable Remainder Trusts

Episode 99 of the Big Picture Retirement® podcast, hosted by Devin Carroll, CFP® & John Ross, JD, titled "#099: Understanding Charitable Remainder Trusts" was published on November 19, 2018 and runs 26 minutes.

November 19, 2018 ·26m · Big Picture Retirement®

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Episode Description

CRUTS are Charitable Remainder Trusts.

Any time you are dealing with charitable planning, you must first have the charitable intent.

You can find some tax benefits that go along with that charitable intent, but you have to start with the charitable intention.

Ultimately, the charity is almost always going to benefit more than the donor.

For more information, visit the show notes at http://www.bigpictureretirement.net/099

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