Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.

Podcast Episodes Referenced:
- Ep 120: Finding the Right Estate Planning Attorney for You
- Ep 116: Are you striving to leave a purposeful legacy?

Youtube Videos Referenced:
- What is the role of a trustee?
- Prevent Family Conflict with Legacy Planning

Other Links:
- Learn more about Shawn Shelton: https://www.mijs.com/

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- About Wiser Wealth Management
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This podcast was produced by Wiser Wealth Management. Thanks for listening!