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The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income for yourself and others or donate to a charity while minimizing and deferring taxes. But there are many choices to make when establishing a CRT and, in some cases, these tools may not be right for everyone.

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If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s college fund.

Average annual tuition in the U.S. is $38,185 for private college and $10,338 for public college.1 And those numbers may rise by 2%–3% in the coming school year.2 So, the sooner you start saving to support your child’s future, the better.

Fortunately, investment accounts, such as 529 plans...

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