Tax-Efficient Philanthropy With Charitable Remainder Trusts

Historically, many Americans have been quite charitably inclined.

If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes while giving money away.

In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) and why they are starting to regain their relevance in the current environment.

Derek and Kyle discuss:

• How to determine if CRTs are ideal for your family
• The different types of Charitable Remainder Trusts — and how to plan for them
• How payout rates and duration impact your charitable planning
• The types of investments that might work best within CRTs