How Wealthy Families Give to Charity Without Sacrificing Heirs | DAFs, CRTs & Life Insurance скачать в хорошем качестве

How Wealthy Families Give to Charity Without Sacrificing Heirs | DAFs, CRTs & Life Insurance

How Wealthy Families Give to Charity Without Sacrificing Heirs | DAFs, CRTs & Life Insurance This video is Part 2 of our webinar series on advanced planning for high-net-worth families. 👉 If you missed Part 1 on strategic wealth structuring and tax efficiency, watch it here:    • Turning Business Success into Family Wealt...   Most charitable plans fail for one reason—they ignore the family system. In this video, JMac breaks down how successful business owners and high-net-worth families design charitable giving that: • Reduces taxes intelligently • Creates real impact • Protects heirs and family harmony You’ll learn how sophisticated families use: • Donor Advised Funds (DAFs) • Charitable Remainder Trusts (CRTs) • Private Foundations (when appropriate) • Life insurance for wealth replacement and estate liquidity This is not about selling insurance. It’s about structuring generosity without unintended consequences. If you care about legacy, family alignment, and after-tax outcomes—this is required viewing. Watch the full session to understand how sophisticated families align generosity, liquidity, and long-term continuity. #legacyplanning #charitablegiving #wealthstrategy #estateplanning #taxefficiency #lifeinsuranceplanning #highnetworthfamilies