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Charitable Remainder Trusts for Middle Class

Charitable Remainder Trusts are marketed to the middle class but demand $5,000 to $20,000 in setup and annual upkeep, plus irrevocable asset transfers. For anyone under $1 million in assets, the costs outweigh benefits by a 4-to-1 margin compared to simpler donor-advised funds.

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Charitable Remainder Trusts for Middle Class

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