Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)

Live Life Liberated
01/04/2020 28 min
Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)

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Episode Synopsis

While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs.  But Centura Wealth Advisory sees CLATs as a tool that can offer so much more. Today, Derek Myron joins Centura’s director of planning …

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