Charitable giving has the power to carry your values forwardlong after you are gone. In this episode, I talk about why people choose to include charitable gifts in their estate plan, how it can support the causes that mattered most to them, and why these decisions can offer comfort and clarity to families. But did you know that it can also be a thoughtful way to plan ahead and use the tax rules to your advantage? These gifts can be structured in a way that helps reduce taxes owed by the estate and preserve more of what you have built. When done thoughtfully, charitable giving becomes part of a bigger plan rather than a last-minute decision.

For insights for executors, you can read the full article here.

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