When it comes to giving gifts and inheriting assets, there are smart ways to do it while minimizing the tax burden. In this article, we'll simplify the world of tax-efficient giving and inheriting, providing you with practical insights to make the most of your generosity and inheritances.
Tax-efficient giving
If you're looking to maximize your giving to a cause you care about while also saving on taxes, charitable remainder trusts (CRTs) can be a fantastic tool. In this article, we'll break down CRTs in simple terms and reveal tax-efficient strategies that can help you make a positive impact while enjoying tax benefits.