At Peter Richards Advisory Group, we work to provide you with up-to-date news on wealth and tax planning. This week, we’d like to share this article from our CALU organization. The piece points to the benefits of incorporating tax-efficient charitable giving strategies as a part of a diversified wealth planning strategy.
The article explains the “insured share donation strategy,” which intends to help a business owner to construct and satisfy their goals for their legacy while minimizing risk and maximizing tax efficiency. You can review CALU’s feature on this strategy here. If it raises any questions, please ask us. It’s what we’re here for.