by Nikki Semanchik | Mar 30, 2024 | Estate Planning
What Are the Duties and Responsibilities of a Trustee? Whether you want to set up a special needs trust or a charitable remainder trust, it is vital to pick the right person to administer it. Before you can make your choice, however, you’ll need to know exactly what a...
by Nikki Semanchik | Mar 30, 2024 | Estate Planning
A charitable remainder trust is an irrevocable trust that allows you to donate assets to a charity – while generating a new income stream and reducing your tax obligations in the process. These trusts generally work in the following way: You transfer real...
