On this episode of The Jeff Motske Show, Jeff explains how charitable donations can save you money in taxes, tips on how to be generous without compromising relationships that matter to you, how to divide your estate unevenly, and deciding the right kind of life insurance is right for you, and how much you will need.
Jeff also welcomes special guest, Keegan Tanghe, Senior Partner at Trilogy Financial.
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On this episode of The Jeff Motske Show, Jeff talks about charitable giving, why the ability to receive is equally important as the ability to give, and the complexities of beneficiary planning and contingent beneficiary planning.
Jeff also welcomes Jim Young, Managing Vice President of Trilogy Financial to the studio.
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On this episode of the Jeff Motske Show, Jeff and Kimber discuss generosity. Can it be taught? Also, Jeff and estate planning attorney, Mark Lewis discuss protections and benefits when relying on Uncle Sam to settle your estate. Jeff and Trilogy Financial Advisor, David Willett close out the show as they discuss making the holidays meaningful.
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