Wealth Management Chair Samantha Pahlow, CTFA, AWMA, presents the firm’s quarterly Wealth Management Insights titled, “Creating a Family Legacy of Giving.” In the video, she discusses how to instill philanthropic values in children and highlights several tax-efficient giving strategies to consider for year-end.
Planning for Our Children's Future
Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.