Author: Adam Wishard, CFP®
3 posts written by Adam Wishard, CFP®
Apr 5, 2016
What is a Charitable Remainder Trust and when would I consider using it?
The first reason you would consider a CRT is because you are charitably inclined. This vehicle can provide a way to give, when you might otherwise be unable to do so. In addition, if you are considering an action that has a significant tax liability and/or you need to generate income, this type of trust can provide certain advantages.
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Mar 28, 2016
Terrorist Attacks & Stock Markets
In light of last week’s terrorist attack in Brussels, the Washington Post reviewed historical attacks and their effect on the…
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Mar 25, 2016
Do the Social Security File and Suspend and Restricted Application changes impact you?
In November, Congress decided to eliminate both the option to file and suspend your application and the option to file…
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