• More with Les - Episode 9: Charitable Remainder Unitrusts: A Flexible Tool for Wealth and Giving

  • Jan 17 2025
  • Durée: 6 min
  • Podcast

More with Les - Episode 9: Charitable Remainder Unitrusts: A Flexible Tool for Wealth and Giving

  • Résumé

  • Discover the power of Charitable Remainder Unitrusts (CRUTs), one of the most flexible tools for managing appreciated assets. By transferring assets like stocks, real estate, or business interests into a CRUT, you can avoid capital gains taxes, secure a significant tax deduction, and generate steady income for yourself or your chosen beneficiaries.

    Learn how CRUTs allow you to reinvest the full value of your assets, grow your income, and leave a lasting legacy for the causes you care about.

    If you found this episode valuable, visit www.Discovery664.com to explore courses packed with tools and strategies for tax-efficient giving and wealth management.


    #taxplanning #charitablegiving #financialfreedom

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