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September 19, 2024

In today’s show, hosts Shana Burt and Seth Udinski discuss estate planning and charitable giving strategies. Shana advises on setting up trusts for minor beneficiaries and explains the benefits of testamentary trusts. She also covers the advantages of naming ministries as beneficiaries and discusses various methods for charitable giving, including charitable gift annuities and charitable remainder trusts.

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A Financial Issues Partnership provides rich online tools and resources to give you financial wisdom, strategies, and tools to effectively self-manage your investment portfolio using Biblically-responsible principles.

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Changing your plan may require you to select new sectors for certain stocks