The Truth About Wealth

Episode 36 – Charitable Lead Annuity Trust – With Derek Myron

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What is a charitable lead annuity trust and how can it benefit taxpayers?

In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits.

In this episode, you will learn:

  • What the charitable lead annuity trust is, how it works, and its value to taxpayers
  • The number one risk of a charitable lead annuity trust
  • A detailed walkthrough of the three tax benefits of this transaction
  • And more!

    • Tune in to learn about charitable lead annuity trust!

    Resources:  Copper Beech Financial Group | Centura Wealth Advisory

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    The Truth About WealthBy John Parise and Michael Parise
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