Consider This Program with Aaron Rheaume, CKA, and Jamie Burton.
In this segment we will cover:
Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program.
Talking Points:
1. Gifting, charitable gifting of appreciated stock vs. cash (QCDs)
a. Preferential tax asset
b. DAF's – Long term strategy
Resources –
• “Trusts, QCDs, & the Death Benefit” Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit – The Financial Enhancement Group (yourlifeafterwork.com)
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
