Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

Recently, Appleton Group LLC partnered with our Firm, Remley & Sensenbrenner, to produce a brief informational video on a powerful estate planning tool called a Charitable Remainder Trust (CRT). A CRT can help you accomplish three goals: provide lifetime income for you and your family, control taxes now and fund your favorite charities at the end of the trust. Check out the video below…

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s