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We're diving into the world of Charitable Remainder Trusts (CRT) and how they can be a game-changer for your financial planning. Join us as we walk through a real-life example of how a CRT helped one of our clients balance charitable giving with family financial security.
➡️ Learn how a CRT can turn appreciated stock into a tax-efficient charitable gift.
➡️ Discover how CRTs provide income during your lifetime while benefiting your chosen charities.
➡️ See how integrating life insurance can preserve your legacy for your heirs.
If you have any questions or want to explore how a CRT might work for you, we'd love to help
