Philanthropy Series
Incorporating Charitable Giving Into Your Estate Plan
Guests:
Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
Mark Weber
Mark Weber has spent his professional career working with individuals and families to craft financial, estate, and legacy plans designed to achieve a wide variety of objectives. Before founding the consulting firm of Legacy Planning Advisor, LLC, Mark was the leader of the wealth transfer department of one of the largest privately-owned insurance consulting firms in the U.S.
March 8, 2022
If you think about your estate plan as your last lesson to your beneficiaries, what would that lesson be? On today’s episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her partner Mike Weaver, managing member at Vandenack Weaver Truhlsen discuss charitable giving with Mark Weber, Philanthropic Consultant at Legacy Spectrum Advisor, LLC. When should you start to incorporate charitable giving into your estate plan? What are simple things you can do if you are in a high-income tax bracket? Are there limitations on charitable giving? Why can it be advantageous to give away trust income? Tune in to learn what you should think about when you want to leave a legacy.
