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Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®
In this episode with Ben Lake, we talk:
- why estate planning is so important for founders
- estate planning moves to consider
- revocable vs irrevocable trusts
- the power of donating to charity
- the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.
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By Thomas Kopelman
4.7
6464 ratings
In this episode with Ben Lake, we talk:
- why estate planning is so important for founders
- estate planning moves to consider
- revocable vs irrevocable trusts
- the power of donating to charity
- the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.
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