What if generosity could shape your legacy and stabilize your family’s future?
In this episode of Clarity And Confidence For Life®, Tom Fleishel reveals how to make charitable giving more thoughtful and impactful. Get ready to learn how tools like donor-advised funds (DAFs), charitable remainder trusts (CRTs), and qualified charitable distributions (QCDs) can help you maximize your contributions while minimizing taxes.
With insights into building generational wealth and preserving family values, this release will equip you to leave a meaningful and lasting legacy.
Talking Points:
- Smart Giving Strategies: How DAFs, CRTs, and QCDs enhance impact and save on taxes
- Estate Planning 101: Why a will matters and how open dialogue prevents disputes
- Building Generational Wealth: Overcoming the “third-generation curse” through financial education
- Tax-Efficient Giving: Leveraging trusts and front-loading contributions for high-income years
- Professional Guidance: Simplifying financial and legal complexities with professional support
Resources:
Connect with Tom Fleishel: