<p>Rick Durfee joins Andy Daniels and Scott McRae from Sure Wealth Solutions to discuss the basics of CRUTs (Charitable Remainder Uni-Trust). </p>

Rick Durfee joins Andy Daniels and Scott McRae from Sure Wealth Solutions to discuss the basics of CRUTs (Charitable Remainder Uni-Trust).

Intro to CRUTs with Sure Wealth Solutions

Hosted by Rick Durfee, the Live Well, Leave A Legacy™ podcast brings together top advisors, industry experts, and thought leaders to explore how life, law, health, business, and family all intersect. In each conversation, we uncover the practical tools and timeless principles that help you build a life you love while preparing a legacy that can withstand the test of time.

Join us as we dive into the strategies that protect your wealth, strengthen your relationships, elevate your wellbeing, and help you design a future that helps protect what matters most. Your legacy starts today.

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Hosted by Rick Durfee, the Live Well, Leave A Legacy™ podcast brings together top advisors, industry experts, and thought leaders to explore how life, law, health, business, and family all intersect. In each conversation, we uncover the practical tools and timeless principles that help you build a life you love while preparing a legacy that can withstand the test of time. Join us as we dive into the strategies that protect your wealth, strengthen your relationships, elevate your wellbeing, and help you design a future that helps protect what matters most. Your legacy starts today.

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Intro to CRUTs with Sure Wealth Solutions

Intro to CRUTs with Sure Wealth Solutions