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Daily Archives: November 15, 2018

Charitable Lead Trust vs. Charitable Remainder Trust

Choosing a Charitable Lead Trust vs. a Charitable Remainder Trust for Your Estate Plan

BlogBy Infinitas TeamNovember 15, 2018

When executives are faced with the challenge of planning out the legacy they would like to leave, it can be a daunting task. How do you ensure your loved ones are cared for, but still impact causes you believe in? In estate planning, there are many methods and strategies to choose from and utilize. Which…

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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