Episode 3: Succession Planning and Legacy Giving

Incorporating a charitable legacy into succession planning offers numerous advantages for families. It not only provides financial and tax advantages but it can also help families build a meaningful, enduring legacy that reflects their values, engages future generations, and makes a positive societal impact. This session covers:

• Why talking about charitable legacies can create cohesion among families
• How such conversations can provide a platform to establish family values across generations
• Incorporating charitable legacies into estate planning can be beneficial from a tax planning perspective
• Some practical and relatable case studies, putting the legacy learnings into practice in an advisory context