Trusts & Estates
Trusts & Estates
Thought Leader Series: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today’s Savvy Philanthropist
Thought Leader Series: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today’s Savvy Philanthropist
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Drafting Charitable Planning Documents with WealthDocx®
Charitable Tax Planning has become a popular option for clients who want to avoid taxes and enhance the amounts that pass to their heirs – both charity and family. However, many planners typically recommend the charitable remainder trust -- often coupled with an irrevocable life insurance trust -- to the exclusion of all other techniques. Often this is because the planner’s knowledge of charitable tax planning is limited to the positive aspects of charitable remainder trusts.
Learn MoreThought Leader Series: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today’s Savvy Philanthropist
Gain insight into the mindset of today’s philanthropist and discover why they are demanding more choices to fulfill their charitable objectives.
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