Charitable Remainder Trust (CRT) Questions: Q&A #2109

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of […]