Use Charitable Remainder Trusts with Life Insurance? Here's a client case study

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We're diving into the world of Charitable Remainder Trusts (CRT) and how they can be a game-changer for your financial planning. Join us as we walk through a real-life example of how a CRT helped one of our clients balance charitable giving with family financial security.
➡️ Learn how a CRT can turn appreciated stock into a tax-efficient charitable gift.
➡️ Discover how CRTs provide income during your lifetime while benefiting your chosen charities.
➡️ See how integrating life insurance can preserve your legacy for your heirs.
If you have any questions or want to explore how a CRT might work for you, we'd love to help

[@powerof9915]

Can you control the investments inside the CRT? If so, what type of investments can you get involved in

[@DiLLyDaLLyHo]

What would it have looked like just to put that money into an IUL or even MEC it, then split the death benefit between her family and a charitable organization?

[@carrie4579]

Does the client needs to file trust return each year?

[@DallinBunnell]

Way cool strategy! If it were a DAF, you couldn't do this sort of a thing, right? You'd get a higher deduction, but couldn't get the money out, as far as I'm understanding.

[@CashValueLifeInsuranceReviews]

CRT is not the same as DAF, correct!