May 12, 2025 | advisor knowledge hub, blog
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along...
Apr 3, 2025 | blog, donor stories
A Lasting Legacy for a Beloved Teacher Charles “Chuck” Brinker loved math, and he was the kind of teacher who made a lasting impression on his students. For over two decades, Chuck was dedicated to the enthusiastic instruction of his favorite subject at Ramona High...
