What is a Charitable Remainder Unitrust (CRUT or CRAT)?
Автор: Madrona Financial
Загружено: 2022-07-17
Просмотров: 3630
Have you heard of the acronyms CRUT or CRAT?
Find out what they are with financial advisor Brian Evans, CPA/PFS and learn how to gain tax-advantages with your charitable gifting.
Key Points:
What is a CRUT? What is a CRAT? What's their process?
Who is best suited for using a CRUT/CRAT in their charitable financial planning?
Real-world examples with the tax implications of using a CRUT or a CRAT
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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
Investments Management
Insurance Assistance
Long-Term Care Options
Social Security
Financial Planning and Cash Flow
Tax strategies
Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps
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