180. How does a Charitable Trust work?
Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.Podcast Episodes Referenced:- Ep 120: Finding the Right Estate Planning Attorney for You- Ep 116: Are you striving to leave a purposeful legacy?Youtube Videos Referenced:- What is the role of a trustee?- Prevent Family Conflict…
The skinny
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