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Why a Charitable Lead Trust is an Attractive Gift Vehicle

A charitable lead trust (CLT) is a vehicle in which a donor funds a trust that makes fixed payments to charity over a specified period of time.  The designated charity receives the benefits in the early years, while the...more

Top Five Reasons to Establish and Fund Your Revocable Trust

A Revocable Trust (sometimes known as a Revocable Living Trust or Inter Vivos Trust) is an arrangement established by a person (the “Settlor” or “Grantor”) to direct how his or her assets are to be managed during life and...more

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