Click to share on Facebook (Opens in new window) Click to share on X (Opens in new window) Click to email a link to a friend (Opens in new window) Click to print (Opens in new window) Charitable lead ...

What Is a Charitable Remainder Trust? Charitable remainder trusts (CRTs) are a popular estate planning strategy for high-net-worth individuals and philanthropists looking to reduce their tax liability ...

As the year draws to a close, it's a great time to review your financial and philanthropic goals. For high-net-worth individuals, charitable trusts combine generosity with tax and estate planning.

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

Charitable giving is a powerful way to make a positive impact for the causes that matter most to you. For high-net-worth individuals, it can also be an important part of a wealth planning strategy.

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

A lot of people hear about their friends and family having a trust or an estate tool that they personally do not have. This can make a client ask one of the most asked questions, “What are the ...