Blog Posts in August, 2023

Building a Family Legacy: The Power of a Multi-Life Charitable Remainder Trust (CRT)

Previously published in the 2024 Collier Community Foundation Connector Imagine a powerful technique that seamlessly combines estate planning, financial planning, and philanthropy into one. The multi-life Charitable Remainder Trust (CRT) takes the benefits of a regular CRT and enhances them by incorporating "multiple lives." In this article, we will explore the unique advantages of a multi-life ...