Last week I received a call from a client who wished to include a “donate to eliminate” clause in his will. His goal is to wipe-out all taxes in his estate by giving just the right amount to his favorite charities. A few years ago, this planning idea was all…
Donate to Eliminate Clauses
By Malcolm BurrowscloseAuthor: Malcolm Burrows
Name: Malcolm Burrows
Email: malcolm.burrows@scotiawealth.com
Site: https://malcolmburrows.ca
About: Malcolm is a philanthropic advisor with over 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (136) • June 28, 2018 • 3 Comments
Email: malcolm.burrows@scotiawealth.com
Site: https://malcolmburrows.ca
About: Malcolm is a philanthropic advisor with over 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (136) • June 28, 2018 • 3 Comments