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Generation-Skipping Tax Strategies: Blessing Grandchildren Efficiently
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 8 Generation-Skipping Tax Strategies: Blessing Grandchildren Efficiently Your GST exemption is $13.99 million—use it before you lose it. Dr. Patricia watched her two-year-old […]
Generation Skipping: Building Multi-Generational Wealth with Faith
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 7 Generation Skipping: Building Multi-Generational Wealth with Faith Build wealth that blesses your great-great-grandchildren’s faith. Dr. Robert sat in his attorney’s office, looking […]
Faith-Based Donor Advised Funds: Strategic Charitable Giving for Christians
The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith. Presented by Integritas Wealth Strategies By Daniel Heidel Issue No. 6 Faith-Based Donor Advised Funds: Strategic Charitable Giving for Christians Create your family’s private foundation without the complexity or cost. The Rockefellers have […]
