Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

By Mark Scheffler|2015-02-09T10:41:58-06:00February 9th, 2015|

Appleton Group LLC has partnered with the law offices of Remley & Sensenbrenner S.C. in Neenah, Wisconsin to produce this brief informational video on a powerful estate planning tool called a Charitable Remainder Trust (CRT). A CRT can help you accomplish three goals: provide lifetime income for you and your family, control taxes now and fund your favorite charities at the end of the trust…

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To see how a CRT could potentially help meet your lifetime income and charitable planning goals, contact your Appleton Group advisor at 993-7727, or the law offices of Remley & Sensenbrenner S. C. at 920-725-2601.

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About the Author: Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.

Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

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About the Author: Mark Scheffler

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