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DIRECTORY » Charitable Remainder-trusts (98 sites)

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Renaissance Inc.

http://www.reninc.com/

Provider of education and administration for charitable planning gifts.

Keywords: advised funds, charitable recipients, mutual fund, tax deductions, 501 (c)(3), charitable, charitable fund, charitable gift, charitable remainder trust, charity fund, death, estate, estates and trusts, foundation, foundations, gift, gift fund, rcgf, renaissance, renaissance llc, appreciated securities, asset allocations, assets, benefactor, beneficiary, bequest, bequeth, capital gains, charitable, charitable giving, charity, contribution, corporate foundation, corporate gift, corporate gifts, corporate giving, donation, donor, donor advised fund, donor-advised fund, donor-advised funds, donor-advised-fund, education

Matthai Capital Management

http://www.matthai.com/

Offers portfolio management services. Features articles and a glossary of investment terms.

Keywords: crts, charitable remainder trusts, investment advisors, investment management, investment products, matthai capital management, planning, portfolio management services, trusts, wealth management, financial

RDG Living Trust

http://www.rdgtrust.com/index2.html

A guide to understanding the revocable living trust.

Keywords: aarp, attorneys, charitable remainder trusts, death, deceased, durable, estate, estate planning, estate taxes, executors, federal estate taxes, financial, financial planning, government spend down, inheritance taxes, irrevocable trusts, living, living wills, marital deduction, medicaid, medicare, nursing home, planning, pour over wills, power of appointment, power of attorney, probate, putting your house in order, retirement, revocable living trusts, settle an estate, successor trustees, taxes, unified credit, wills, living trusts

AWT Group, LLLP

http://www.awtgroup.com/

Provides retirement and estate planning publications and resources.

Keywords:

Financial Strategies

http://www.davidtwilson.com/

Provides financial planning and related services to businesses and individuals.

Keywords: mutual funds, bantam, connecticut, ira, ira`s, life insurance, annuities, charitable giving, estate planning, fee only advisors, insurance, investing, investment trusts, investments, long term care, money markets, retirement, trusts, financial planning

UK Unit Trusts Guide

http://www.uk-unit-trusts.co.uk/

Answers your questions about investment trusts with a glossary of terms and links to providers of unit trusts in the UK.

Keywords:

Friends Fiduciary Corporation Home

http://www.friendsfiduciary.org/

Quaker non-profit corporation which provides financial services to meetings, schools and other non-profit organizations associated with the Religious Society of Friends. USA

Keywords: ffc, friends fiduciary corporation, quaker, religious society of friends, charitable remainder trust, consolidated fund, fund, gift annuity, investment, nonprofit, planned giving