In our final installment in this series, Jason Hallmark and David Cusack discuss philanthropy. Charitable planning isn't simply about writing checks to nonprofits. For affluent households, philanthropy can be integrated into tax planning, investment planning, estate planning, and family values.
- When should charitable planning become part of an estate plan?
- At what point does charitable planning move from ‘I want to give some money away’ to an actual estate-planning strategy?
- What values should survive you?
Plus... Bonus content! Busting myths surrounding estate planning