Charitable remainder trusts are an irrevocable transfer of property or cash into a trust that distributes income to either the donor or beneficiary. At the end of the trust’s lifespan, the remainder of the assets are distributed to the charitable beneficiary. Charitable remainder trusts provide financial security for the donor’s family and support for a predetermined charity.

Everyone thinks retirement can’t come soon enough but when is a good time to retire? There are quite a few things to consider before taking that life-changing step.

A Transfer on Death (TOD) account is where the client filled out a TOD form where assets automatically transfer to a named beneficiary when..

Real Estate investing is popular for many reasons, but one, in particular, is the ability to write off depreciation..