Your Legacy – A Portfolio Approach Webinar
As you build or update your estate plan, have you considered all the planning tools available to support the charities and causes you care about? How can you use these to most effectively facilitate your legacy plan while simultaneously accomplishing other financial goals – especially in a tax effective way? How do you make sure your intent is honored in the process?
In this video, DonorsTrust’s president Lawson Bader and CFO Jeff Zysik highlight key considerations for you no matter where you are in the legacy planning process. You’ll gain a broader understanding of relevant tools and techniques and learn how to tie your plans together in a way that secures your values and commitments.
Leave behind more than a few instructions – leave a legacy that honors your principles and passions. We’ll show you how.