Episode 3: Succession Planning and Legacy Giving

Incorporating a charitable legacy into succession planning offers numerous advantages for families. Essentially, integrating charitable legacy planning into succession planning not only provides financial and tax advantages but also helps families build a meaningful, enduring legacy that reflects their values, engages future generations, and makes a positive societal impact.

• Why talking about Legacies can create co-hesion among families
• Legacies provide a platform to establish family values across generations
• Incorporating Legacies into estate planning can be beneficial from a tax planning perspective