Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Maximizing Charitable Giving Leveraging Tax Strategies in Estate Planning

10 Aug 2024 · 0 min

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A short excerpt from a YouTube video by Craig Wear, CFP® (recorded Aug 10, 2024) describing charitable giving strategies within estate planning. This chunk explains the charitable remainder trust: contributing assets to a trust can produce an immediate tax deduction, provide lifetime income to the donor or beneficiaries, and ultimately transfer the remaining assets to a charity at death.

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