Season 1 · Episode 31
The Role of Charitable Giving in Estate Planning
The Practical Planner · wealth.com
December 17, 202425m 0sExplicit
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Show Notes
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.