Ted Hart, Chief Executive Officer of CAF America, discusses the background of his donor-driven organization and details the process of international giving.
For more information on CAF America, visit www.CAFAmerica.org.
Mike Piershale, President, Piershale Financial Group, discusses the first steps financial advisors should take with clients who have just come into a great deal of wealth.
WeiserMazars Wealth Advisors' David Weinstock talks about the role life insurance plays in estate planning for those of moderate wealth.
Watch Part 1 here.
WeiserMazars Wealth Advisors' David Weinstock talks about the role of life insurance in the estate planning process given the current $5 million-plus exemption environment.
Watch Part 2 here.