What is a Charitable Remainder Unitrust (CRUT or CRAT)? скачать в хорошем качестве

What is a Charitable Remainder Unitrust (CRUT or CRAT)?

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 ------------ 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