Скачать или смотреть The Benefits of Adding a Charitable Remainder Trust to Your Estate Plan

A Charitable Remainder Trust (CRT) can be one of the most powerful tools for high-net-worth families looking to reduce taxes and support causes they care about.

In this clip, SHP Financial’s Laura Russo is joined by Attorney Dave Chaves to explain how a CRT allows you to donate appreciated assets, like stocks that were purchased decades ago, without paying capital gains tax, while still receiving an income stream for life.

You’ll also learn how this strategy can preserve your wealth, provide a charitable gift, and deliver a valuable tax deduction all at once.

#estateplanning #financialplanning #estatetaxes

Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!

https://shpfinancial.com/david-chaves...

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No statements made during the Retirement Road Map podcast shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.