Endowment Vision - Episode 4: The Great Wealth Transfer: Secure Wealth, Shape Futures

This episode of Endowment Vision with Professor Les unpacks the unprecedented $84 trillion wealth transfer set to occur over the next 30 years. Learn how tools like Charitable Remainder Trusts (CRTs) and Donor-Advised Funds (DAFs) can protect your assets, reduce taxes, and create meaningful legacies for your family and the causes you care about.

Discover how the Theory of Social Secharity™ can transform this transfer into a force for financial stability and community empowerment.

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