Today we're talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We'll share the answers in today's show.

TIMESTAMPS:

0:41 – What is a charitable remainder trust?

2:25 – Difference between donor-advised fund

3:02 – How it works

6:30 – Capital gains taxes

7:45 – Selling a business

10:19 – Tax benefits

13:52 – Leaving money to children

17:00 – Leaving 10%

MORE INFORMATION:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/