Charitable giving for 2013: philanthropist advisorsBlog added by Steve Savant on December 20, 2013
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

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.

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