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Listen "Episode 24 – Case Study: Charitable Planning"
Episode Synopsis
For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals?
In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable planning in their financial plan. Listen in as they share valuable information about using charitable planning as a mutually beneficial financial option.
In this episode, you will learn:
How to use charitable giving to avoid paying estate tax
How this charitable giving can help to keep your family close
Why it’s critical to keep your team of advisors in the loop about your plans
How to use a family foundation to donate to various charities
And more!
Tune in today to hear this case study from John and Michael about charitable giving!
Resources: Copper Beech Financial Group
In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable planning in their financial plan. Listen in as they share valuable information about using charitable planning as a mutually beneficial financial option.
In this episode, you will learn:
How to use charitable giving to avoid paying estate tax
How this charitable giving can help to keep your family close
Why it’s critical to keep your team of advisors in the loop about your plans
How to use a family foundation to donate to various charities
And more!
Tune in today to hear this case study from John and Michael about charitable giving!
Resources: Copper Beech Financial Group
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