Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/09/13/how-can-donor-advised-funds-be-used-for-estate-planning-with-sean-julian-ep-27/"> Read More Read More</a>

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they … Read More Read More

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/09/13/how-can-donor-advised-funds-be-used-for-estate-planning-with-sean-julian-ep-27/" rel="noopener noreferrer"> Read More Read More</a>

How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.  Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)

How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)