Depending on your estate, one of the various forms of charitable trusts – including the Charitable Lead Trust or CLT, and the Charitable Remainder Trust (CRT) – may offer significant potential advantages; including the ability to transfer assets to heirs, reduce estate and capital gains taxes, retain the use of property, and support your favorite charity.
These articles were provided by Mike Cona and Jim Ewing, who are Managing Directors and Partners of Ewing/Cona Wealth Management at HighTower. Jim is a member of Samaritan’s Planned Giving Committee, a volunteer group of the region’s leading financial professionals, lending their time and expertise to guide our charitable estate planning efforts.
As always, we recommend you consult your trusted financial adviser. To learn more about charitable trusts, the potential advantages of charitable estate planning, and donor recognition accorded through membership in The Legacy Society (PDF), please contact Chris Rollins, CFRE at (856) 552-3287 or CRollins@SamaritanNJ.org.