• Funny Money - Episode 5: A Tale of Two Sylvia’s - Two Paths, One Legacy: Lessons in Endowment Planning

  • Nov 8 2024
  • Length: 3 mins
  • Podcast

Funny Money - Episode 5: A Tale of Two Sylvia’s - Two Paths, One Legacy: Lessons in Endowment Planning

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  • Summary

  • In this episode of Funny Money on Discovery 664 Academy, Les Winston shares a personal story that highlights the real impact of endowment choices. Through the lives of two women named Sylvia—one his mother and the other a longtime client—Les reveals how distinct approaches to estate planning can lead to vastly different outcomes. Discover how strategic charitable giving can help you build a lasting legacy for your family and community, all while minimizing the tax burden on your estate. Tune in to learn why tax planning with charity isn’t just smart financial planning—it’s a pathway to meaningful change.
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