Charitable giving for 2013: philanthropist advisors
By Steve Savant
Dan outlines a proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family. This strategy taps into the unique tax characteristics of two financial instruments, the charitable remainder trust (CRT) and cash value life insurance (CVLI), in order to achieve some amazing goals. Steve and Dan talk about his new book and how advisors are using it.