Trusts & Estates

To err may be human, but clients can be less than forgiving when it comes to costly errors with their money and unfulfilled charitable giving goals. Awareness is key—take every precaution to avoid the most likely pitfalls by learning what mistakes are most frequent and the techniques for navigating charitable giving in a way that builds client relationships and your practice's reputation.

Download the "5 Charitable Giving Mistakes to Avoid" Insight Brief for a list and analysis of some of the most common charitable giving oversights in estate planning.