Unlock Your Financial Potential

Category: Wealth Management

  • 2025 Big Beautiful Bill New Provisions

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    by

    Justin

    The Big Beautiful Bill Explained: Key Tax Provisions for Investors and Individuals President Trump’s proposed “One Big, Beautiful Bill Act” — commonly dubbed the Big Beautiful Bill — is a sweeping 1,116-page legislative proposal that seeks to extend, expand, and permanently codify many elements of the 2017 Tax Cuts and Jobs Act. While still a…

  • CRUT: A Charitable Remainder Unitrust

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    by

    Justin

    A CRUT, or Charitable Remainder Unitrust, is a type of Charitable Remainder Trust that typically offers greater returns and distributions than its cousin, the Charitable Remainder Annuity Trust. This guide will explain the basics of Charitable Remainder Unitrusts, dive into the various types of CRUTs and explore an example. What is a CRUT (Charitable Remainder Unitrust)? A CRUT…