MARK HALPERN ON INCLUDING PHILANTHROPY IN YOUR ESTATE PLAN – NOVEMBER 27 2019

Jane Brown is filling in for Libby Znaimer today. She is joined by Mark Halpern, CEO of WEALTHinsurance.com. Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor-Philanthropy.

Today, Mark explains why you should consider charitable contributions to the causes you care about as you plan your estate. He helps people preserve their wealth, often by converting taxes to charitable gifts. Did you know, for example, that when you sell stocks that have appreciated in value, you are required to pay a 27% capital gains tax on profits? Instead of paying those taxes, you can donate the appreciated shares to charity, which eliminates all of the capital taxes payable and gets you a full receipt for the entire value of your donation, reducing your taxes further.

For more essential estate planning information, you can reach Mark Halpern directly by visiting WEALTHinsurance.com


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