Wealth Management & Financial Planning

Wealth Management & Financial Planning

Financial planning with the end in mind. Part 1. 1152

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)

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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