Latest / Money Matters with Greg
Not 6...7...:) Episode 168: Money Talks: Trust, Charity, and Interest Rates
Confused about trusts? You're not alone. In this enlightening episode, we demystify the complex world of trust planning and explain how these powerful tools can safeguard your legacy and protect your loved ones.
We begin by sharing insights from Opportunity Enterprises' Legacy Luncheon, where charitable giving takes center stage in estate planning conversations. The intersection of philanthropy and wealth transfer presents fascinating opportunities for those seeking to make a lasting impact on causes they care about, while potentially gaining tax advantages.
The Federal Reserve's recent…
The skinny
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