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. Taking a positive approach The reason philanthropy can be such a helpful way to approach the wider conversation of succession is that it reframes the topic. Rather than "who gets what," the starting point shifts to "what ...