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How Charitable Strategies Enhance Estates – April 2019

$25.00 $0.00

Wealthy families cannot leave 100% of their estates to their children and grandchildren, without the proper planning, because the estate and the gift transfer tax system intervene. This presentation will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

Presented by John Jenkins, AEP®, EA, CFP®, CFF® and Monica Szakos Cramer, CFF®

Description

Wealthy families cannot leave 100% of their estates to their children and grandchildren, without the proper planning, because the estate and the gift transfer tax system intervene. This presentation will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

Presented by John Jenkins, AEP®, EA, CFP®, CFF® and Monica Szakos Cramer, CFF®