Discover the power of the Charitable Remainder Trust (CRT) for optimizing your taxes and supporting causes you care about. Convert appreciated assets into an income stream while securing future contributions to your preferred charity. Read this article from The Nautilus Group to understand how this tax-advantaged strategy works to offer immediate charitable deductions and provide income to the donor or another person. New York Life, its agents, and affiliates do not provide tax, legal or accounting advice.
SMRU 5770789 | Exp. 6/30/2025
When considering a charitable bequest, it’s sometimes difficult to make a choice between assets. Which should I leave to the charity, and which should I leave to my heirs? In this video, Heather Davis, CVP with The Nautilus Group®, a service of New York Life, explains the tax implications of your choices and how to make an informed decision that can minimize tax exposure while maximizing your legacy.
SMRU 1866309 | Exp. 5/23/24
Did you know your money can only go to one of three places when you pass away? Your family, the government, or your favorite charity. Watch this video to see how Deena and Dave learned a way to minimize their taxes, provide financial security for their family, and support their favorite dinosaur museum by using a charitable remainder trust as part of a wealth replacement strategy.
SMRU 5018250 | exp. 1/31/2026