Show notes
Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...

