Monthly Archives: January 2020

BluBrry Feature Image

Episode 24 – Case Study: Charitable Planning



For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals?

In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable planning in their financial plan. Listen in as they share valuable information about using charitable planning as a mutually beneficial financial option.

In this episode, you will learn:

  • How to use charitable giving to avoid paying estate tax
  • How this charitable giving can help to keep your family close
  • Why it’s critical to keep your team of advisors in the loop about your plans
  • How to use a family foundation to donate to various charities
  • And more!

Tune in today to hear this case study from John and Michael about charitable giving!

Resources:  Copper Beech Financial Group