Charitable Planning

USING CRUTs & CRATs TO SELL YOUR BUSINESS INTEREST

USING CRUTs & CRATs TO SELL YOUR BUSINESS INTEREST

Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. 

HAVE YOU CONSIDERED CHARITABLE GIFTING?

HAVE YOU CONSIDERED CHARITABLE GIFTING?

A gift to charity may prove to be a great financial favor to you. Some charitable gifting methods offer you notable tax advantages. Here’s a brief look at some popular options.