How to Save on Capital Gains Tax with a Charitable Remainder Trust

Richard and Mike appeared on WTOC’s Mid-Morning Live to discuss Charitable Remainder Trusts and how they can save on taxes and benefit charity.

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The Comprehensive Legacy Checklist

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.