Planning for a successful retirement isn't just about saving enough, it's about creating a reliable mix of income streams that can support your lifestyle in a tax-efficient and sustainable way.

Betty White wasn’t just America’s beloved “Golden Girl”—she was also a passionate, lifelong advocate for animal welfare. As a ...

For business owners considering a sale, a charitable remainder unitrust may result in a more favorable financial alternative ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

a personal representative should put the remainder of her estate — funds that were not used toward paying for various costs and debts — in a charitable trust. The trust would "achieve purposes ...

Given Gene's death, the remainder of her estate is to go to her personal representative to hold in a charitable trust "to achieve purposes beneficial to the community, consistent with the ...

Liz Farmer works on The Pew Charitable Trusts’ Fiscal 50 project. Fiscal 50 is an interactive platform that provides clear, data-driven portraits of state fiscal conditions. Users can view, sort, and ...

CAMDEN, N.J.--(BUSINESS WIRE)--The American Water Charitable Foundation, a philanthropic non-profit organization established by American Water (NYSE: AWK), the largest regulated water and ...

Contributions to 527s are not included in the Individuals, PACs, Soft (Indivs), or Soft (Orgs) columns, so the sum of these columns may not equal the Total column. The numbers on this page are based ...

Billions in resource royalties could be unlocked from native title charitable trusts and used for Indigenous economic development projects across Australia’s north as part of ambitious reforms ...