November 29, 2021

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How Can a Charitable Trust Help with Retirement/Tax Planning?

Transcript: Easan Arulanantham: What is the charitable remainder trust? You know, I’ve heard about it in the news a couple times, … what can I do with this? Tom Vaughan: Yeah, charitable remainder trust. Basically, you can place an appreciated asset. I’ve had clients that have sold properties, either current home or rental property. And

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