Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®

In this episode with Ben Lake, we talk:

- why estate planning is so important for founders

- estate planning moves to consider

- revocable vs irrevocable trusts

- the power of donating to charity

- the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.