How Wealthy Families Give to Charity Without Sacrificing Heirs | DAFs, CRTs & Life Insurance
Автор: JMac - Wealth Preservation Solutions
Загружено: 2026-02-15
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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
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