Trust, Estate & Gift Planning
Make long-term wealth and legacy preservation success a reality with CRI’s Estate, Trust, and Gift Planning services.
CRI’s comprehensive tax and trust, estate, and gift planning strategies provide a means for you to preserve your family’s wealth and legacy for present and future generations. Our broad-spectrum approach to planning means that our teams of varied expertise work together to help seal your legacy while minimizing your tax burden, employing trusts as a means of asset protection and wealth transfer, planning your philanthropic activities, and preparation of all your essential tax returns. Partnering with an experienced and proactive team like CRI can help achieve all of your family’s long-term wealth and legacy preservation goals.
HubSync Client Resources
We've partnered with HubSync to streamline how you collaborate with CRI! Check out our HubSync Frequently Asked Questions and other resources.LEARN MORE
Discovering Your Business' Value
Join us for the upcoming webinar hosted by Carr, Riggs & Ingram (CRI) and CRI Capital Advisors, where industry experts Marc Berry, Paul Evans, Brandon Maddox, and Joel Sikes will guide you through the market assessment process.REGISTER
Top 25 Nationally Ranked Carr, Riggs & Ingram (CRI) Adds to Valdosta Presence
Top 25 nationally ranked accounting and advisory firm Carr, Riggs & Ingram, LLC (CRI) announces its increased investment in the Valdosta, Georgia market with the addition of Alday, Wright & Giles, P.C.LEARN MORE
Introduction to the Global Internal Audit Standards
Join CRI Financial Institutions industry focused partners Hillary Collier and Doug Mims for this live webinar course as they provide an introduction and overview of the new Global Internal Audit Standards.REGISTER
Governmental Accounting & Auditing Omnibus
Join CRI's Government and Public Sector advisory team for this live CPE-eligible session focusing on recent developments in state and local governmental accounting and auditing.REGISTER
Demystifying Deferrals E-book
Download our 'Demystifying Deferrals' ebook to confidently master state and local government deferrals.LEARN MORE
Beneficial Ownership Reporting FAQs
Discover the ins and outs of reporting BOI to the Financial Crimes Enforcement Network (FinCEN) and stay informed with our downloadable Beneficial Ownership Reporting FAQs resource.DOWNLOAD RESOURCE
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."LEARN MORE
The Global Internal Audit Standards Are Coming: Is Organization Ready?
The Internal Standards for the Professional Practice of Auditing and the IPPF are undergoing a significant transformation; clarity and change are needed in the face of unprecedented challenges.LEARN MORE
CRI & Xero
The Xero accounting platform takes you beyond bookkeeping by making your data accessible anytime, anywhere, on any device, giving you a cloud-based collaboration that provides relevant information for making real-time decisions to propel your business forward.LEARN MORE
GASB & FASB Lease Compliance Tool
Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.MORE INFO
Trust, Estate & Gift Planning Insights
Checklist: Managing Your Loved One’s Estate
It Figures Podcast: S4:E7 – Cost Segregation and Other Engineered Tax...
Easy Estate Planning Tips for Everyone
Protect What Matters: Estate Planning in Uncertain Times
Estate Planning FAQ
Transfer Your Wealth Using a Dynasty Trust
Two Types of Charitable Trusts You Should Know About
Potential Proposals on the Horizon: It’s Time to Prepare Your Estate...
The Basics of Grantor Retained Annuity Trusts
What Role Does Life Insurance Play in Estate Planning?
The Basics of Spousal Lifetime Access Trusts
Making Intrafamily Loans with Intentionally Defective Grantor Trusts
The IRA: A Solid Estate Planning Tool in Times of Uncertainty
Smarter Giving: Four Things to Know When Considering Charitable Contributions
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- March 5
- March 19