Optimizing Planning Outcomes
This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes.
Topics
- Understanding personal and charitable planning tools
- Combining tools to create even greater planning outcomes
- Answering the two questions concerning planning tools: “What do we gain?” and “What do we lose?”
Video
Handout
Understanding and Using the Charitable Planning Tools (PTS 100A)
Related Resources
- Article: A Tool for All Seasons
- Article: Deferred Inheritance Trust
- Article: Deferred Inheritance with Instant Gratification
- Article: Deflecting Wealth vs Divesting Wealth
- Article: Keeping the Family Business in the Family
- Article: The IRS Funded Kingdom Buy/Sell
- Article: Palmer Case Study
