High-income earners are increasingly using donor-advised funds (DAFs) as a strategic tool to reduce taxes while maintaining control over their charitable giving.
The real challenge is understanding where that revenue is going and how it is actually impacting your bottom line. Without that clarity, growth can feel chaotic rather than controlled.
KEY TAKEAWAYS OF LEGACY PLANNING: Wealth transfer should be intentional, not assumed. Without a clear plan, assets—especially businesses—can lose value or become fragmented across generations.
