Charitable Remainder Trust with Wealth Replacement

Deena and Dave have loved their local dinosaur museum for many, many years, so much so that they donate to it every year. But when it came time to figuring out the best tax strategies for charitable giving, they thought it would be as confusing as spelling brachiosaurus. Watch this video to learn about the three places your money can go when you pass away – your beneficiaries, the government, or your favorite charities.