Want to include charitable giving in your estate planning? Here’s how to get started.
Episode 9 – Regions Wealth Podcast Series
When it comes to charitable giving, it can be hard to choose where to donate your money. What steps should you take when developing your charitable giving strategy? And what’s the best way to handle estate donations to charity? Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss charitable giving through estate planning.
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Meet the Speaker
Michele LaPorte is the Fiduciary Area Business Manager for Regions Private Wealth in Nashville. Michele has more than 20 years of experience in the finance industry across tax, estate and wealth planning starting in big four accounting with KPMG. In her role, she manages a team of trust advisors to provide strategies to clients that address their goals and proactively plan for the future. Michele is a Certified Public Accountant and Personal Financial Specialist.
Listen to More in Our Podcast Series
Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.
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Find more helpful resources about charitable giving and estate planning:
Charitable Giving: How Big-Ticket Items can be Tax-Deductible Donations
