What is a charitable lead trust? A charitable lead trust (CLT) is designed to reduce the cost of gift and/or estate taxes of transferring assets to the next generation while providing a gift for ...

Once we are not as concerned about leaving assets to heirs, an entirely new set of possibilities opens up. One of my favorite ...

For individuals preparing to exit highly appreciated assets, a CRT-ILIT plan can convert a taxable sale into a powerful legacy strategy.

Rich Americans can parlay their philanthropy into guaranteed income for life and tax savings. Charitable remainder trusts give annual payments, and whatever is left at the end goes to charity. There ...

The CVS Caremark Charitable Trust, a private foundation created by CVS Caremark Corporation (NYSE: CVS), today announced the recipients of nearly 70 grants awarded to free and charitable clinics, ...