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Tag Archive: legacy planning with philanthropy

Financial Priorities: Create a Tax Deduction to Fund Income, Legacy, and Philanthropy (Case Study #3)

Financial Priorities: Create a Tax Deduction to Fund Income, Legacy, and Philanthropy (Case Study #3)

Written By: Barry Goldwater in Newton, MA How would you like to be able to do this for your family: create income with low tax burdens, leave a legacy to your family, and support philanthropic endeavors? This article describes the process and the strategy that provides all three benefits at the same time. Fortunately, there are ways for everyone to take advantage of the principals of charitable giving provided that you have saved well and you are now are in a position to reorient that...

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