Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?
Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones.
Check out www.trustate.com for more info, as well as Trustate’s booklet on what to do when someone dies.
Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
Are you looking for clarity, conviction and unfiltered advice about your wealth?
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Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
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