Jeffrey Glickman

Dec 5, 2023 | advisorperspectives.com | Adam Damerow |Jeffrey Glickman |Jonathan Kohl

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Including one or more charitable trusts as part of a testamentary estate plan is a creative and powerful way for clients to achieve multiple goals in one estate planning vehicle. Such goals may include donating assets to charity, tax-efficiently transferring wealth to children, and reducing (or even eliminating) estate tax liability.