Archive for September 2022
Charitable Remainder Trusts: Top Five Out of the Ordinary Conundrums and Solutions
THEY’RE BACK…… or did they really ever leave? We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT basics, when to use a flip CRUT, and then cover a few CRT conundrums and solutions. Our two newest team members, Paul Caspersen, CFP®, MS, AEP® (formerly AVP for Gift Planning at University…
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