In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also discuss the benefits of including family members in this process. Jeff highlights why collaborating with a financial advisor regarding charitable giving is an important component of a comprehensive financial plan.
For more information or to reach Chris Boyd or Jeff Perry, click the below link: www.wealthenha...
To register for our College Planning Webinar, click the link below: attendee.gotow...
2024-4985
4 сен 2024
