When considering a charitable bequest, it’s sometimes difficult to make a choice between assets. Which should I leave to the charity and which should I leave to my heirs? In this video, Heather Davis, CVP with The Nautilus Group®, a service of New York Life, explains the tax implications of your choices, and how to make an informed decision that can minimize tax exposure while maximizing your legacy. After you’ve listened to Heather, let’s talk about how we can achieve your charitable goals and your family’s financial strategies.
Deena and Dave have loved their local dinosaur museum for many, many years. So much so, that they donate to the dinosaur museum every year. But when it came time to figuring out the best tax strategies for charitable giving, they thought it would be as confusing as spelling brachiosaurus. Watch this video to learn about the three places your money can go when you pass away – your beneficiaries, the government, or your favorite charities.
SMRU 1854309 | 2/7/24