The Role of Charitable Giving in Estate Planning
Update: 2024-12-17
Description
Charitable giving can provide crucial immediate tax benefits, but it can also be a powerful tool in estate planning. Hosts Thomas Kopelman and Dave Haughton discuss the various tools available for charitable giving, including donor-advised funds (DAFs), Charitable Remainder Trusts and Charitable Lead Trusts. They emphasize how to use tools like these to optimize charitable giving for tax efficiency.
They also discuss why it can be important to include children in charitable decisions and how to minimize the tax burden on heirs through strategic planning that maximizes charitable contributions.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
