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The Blog

Charitable Trusts

Posted by RAA on Feb 7, 2016 2:00:00 PM


A charitable trust is a trust established for the dual purpose of donating to charity and providing for a non-charitable beneficiary (such as your children). When a charitable trust is used, the gift to charity is also referred to as a split-interest gift because the gift is split between a charitable beneficiary and a non-charitable beneficiary.

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Topics: Estate Planning

Conducting a periodic review of your estate plan

Posted by RAA on Jul 1, 2015 11:12:00 AM


With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update. Imagine this: since you implemented your estate plan five years ago, you got divorced and remarried, sold your house and bought a boat to live on, sold your business and invested the money that provides you with enough income so you no longer have to work, and reconciled with your estranged daughter.

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Topics: Estate Planning