Dec 29, 2022
You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays “fact or fiction” about these financial ideas and decisions.
Here’s what you’ll learn about on today’s show:
Get Additional Information: https://financialplanningva.com/podcast/