Monthly Archives: January 2026

Annuity Trust vs. Unitrust: Understanding the Differences Between 2 Types of Florida Charitable Remainder Trusts

For high net worth Florida residents looking to incorporate charitable giving into their estate plan, a charitable remainder trust (CRT) offers many potential benefits. A CRT is a type of irrevocable trust where the grantor donates assets to a not-for-profit charity, such as a university or other 501(c)(3) organization, but retains an income stream… Read More »