Disinherit the CRA: How Giving More to Charity Leaves More for Your Kids, with Mark Halpern
Every estate has three possible heirs: your family, charity and the government. Most business owners only plan for the first one, and assume that giving more to charity means leaving less to their kids. Mark Halpern has spent 35 years showing them it doesn't have to.
In this episode, Martin sits down with Mark Halpern, CFP, TEP, MFA-P, CEO of WEALTHinsurance.com and founder of Power of Platinum, to unpack what he calls "disinheriting the CRA."
What we cover:
- Why "disinherit the CRA" doesn't mean disinheriting your kids
- How Canada's donation rules work while you're alive versus at death…
The skinny
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