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WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

White Coat Investor Podcast

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Donor Advised Funds (DAFs) and Charitable Trusts

This chapter discusses the use of Donor Advised Funds (DAFs) for charitable donations, including the process of funding the DAF and donating directly to charities. It also covers the importance of seeking professional help when establishing charitable trusts and the deductions involved. The chapter concludes with a question about tax-efficient wealth transfer before death.

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