Estate Planning Basics
Basic estate planning is crucial for those that wish to have a say in the distribution of their assets when they are gone. This is important for most people including those that may be single or currently without children.
Charitable Remainder Trusts (CRTs): What They Are and How They Work
A Charitable Remainder Trust (CRT) lets you diversify out of a concentrated stock position without recognizing the entire gain in one year while also generating income and supporting a charity you care about.

