How philanthropy can help start the succession conversation

Philanthropy, whether during your lifetime or through a legacy, often becomes the most natural way to begin meaningful conversations about family, values, and succession. The tax advantages are compelling, but the real benefit is how charitable giving creates a positive, shared purpose that helps families move from good intentions to a practical, well-structured plan. Through my involvement with Remember A Charity's Private Client Advisory Committee and the resources they provide for wealth advisers, I've seen growing interest among professional advisers in helping clients explore how ch...