unveil financial and estate planning techniques.
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quick tax tip
with art werner
cpe today
charitable planning is more than just saying, “i think i’ll favor my favorite charity with an annual donation.”
charitable planning goes well beyond that. charitable planning deals with the estate of an individual and maybe how we will direct assets upon death, but it also deals with how we direct assets while alive to accomplish the personal and human needs of that client. there are many ways of doing it. it can be as simple as making a gift or as complex as establishing a charitable remainder trust and any avenue.
we’ll be looking at ways to make it as effective and efficient in the tax area as well as the human needs area.
