Dec 1, 2020
Charitable Lead Trusts and Charitable Remainder Trusts, you may have heard about them but you probably don't know how they can benefit you, and your future. Russell James, J.D., Ph.D., CFP; is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Russell is going to discuss with Joe all about the charitable options that are available to you and your family. Everything you need to know to get started in the process of charitable giving and how to monitor it over your lifetime. You can reach Dr. Russell James at @GenerosityProf on twitter and https://www.linkedin.com/in/encouragegenerosity Connect with Joe Robert: www.JoeRobert.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.