"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients meet both immediate financial needs and future charitable goals. We'll also talk about how representation matters in the world of financial planning AND charitable giving. We'll discuss the importance of harnessing the legacy of giving in diverse communities and how legacy, estate, financial, and trust planning are all interrelated. And MOST IMPORTANTLY hear about a few bones we have to pick with IKEA regarding the location of their exits and access to the self-serve ice cream! :-) Join me for another episode of "Looking Forward. Giving Back."!
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By Elena Pullen-Venema"Tax codes are not just for the 1%!" An important reminder from my latest podcast guest, Laird Norton Fiduciary Senior Analyst and Trust Guru Debra Smiley. Join me and Debra as we dig deep into the world of charitable remainder trusts and other income-generating gifts that can help your clients meet both immediate financial needs and future charitable goals. We'll also talk about how representation matters in the world of financial planning AND charitable giving. We'll discuss the importance of harnessing the legacy of giving in diverse communities and how legacy, estate, financial, and trust planning are all interrelated. And MOST IMPORTANTLY hear about a few bones we have to pick with IKEA regarding the location of their exits and access to the self-serve ice cream! :-) Join me for another episode of "Looking Forward. Giving Back."!