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California CRUTs and Wealth Replacement Trusts: A Powerful Combination for Estate Planning and Charitable Giving

Posted by James Burns | Nov 02, 2023 | 0 Comments

Charitable remainder trusts (CRUTs) are a type of irrevocable trust that can provide a number of benefits for individuals who are looking to reduce their estate tax liability, support their favorite charities, and generate income for themselves and their loved ones. How does it work and how to plug in a wealth replacement trust to piggyback a CRUT.

Qualified Charitable Contributions for 2019

Posted by James Burns | Dec 09, 2019 | 0 Comments

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside of the scope of their IRA. These qualified charitable distributions will allow a person to red...

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