In this episode, We explore the importance of philanthropy and how strategic planning can benefit your family and your charitable goals. Learn how to leave a lasting legacy by efficiently allocating your assets, minimizing tax burdens, and maximizing the value you pass on to your heirs. We discuss ways to leverage life insurance and charitable foundations to ensure your legacy is impactful and tax-efficient. Discover how to plan wisely for both your family’s future and your charitable contributions.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.
Catch every episode on YouTube, Spotify, Apple Podcasts, or at www.themainstreetcode.com.