Henssler Financial

Case Study: Creating a Philanthropic Legacy with an Income Stream for You

Case Study: Creating a Philanthropic Legacy with an Income Stream for You

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.

Duration: 8 min

Release Date:

Share part or all of the audio of this episode