How charitable remainder trusts turn appreciated assets into lifetime income and a tax-smart gift
How charitable remainder trusts turn appreciated assets into lifetime income and a tax-smart gift
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How do you avoid capital gains tax and estate tax on highly appreciated assets while still receiving income and a charitable deduction? A Charitable Remainder Trust (CRT) allows you to contribute appreciated property (such as stock or real estate), avoid immediate capital gains tax, receive an income stream for life or a set term, claim an income tax deduction, and remove the asset from your taxable estate. Learn more about how CRTs work and download our free Charitable Remainder Trust guide her
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