A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t encompass the full meaning. A legacy can take many…
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Estate Planning
A Charitable Lead Trust (CLT) is a type of trust that allows a Donor to provide benefit to charity as well as their family or other beneficiaries. A CLT is irrevocable, meaning generally it cannot be modified, amended, or…