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Estate Planning & Philanthropy

By: David M. Foster, CFP®, CAP®

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Hello listeners, and welcome to the 10th episode of the Gateway Giving Podcast!

Today’s episode is going to be a little different than our previous 9 episodes. My guest today is Dan Julius. Dan is an attorney, and he is the head of the estate planning division of Stock Legal. He, like me, has a focus on charitable giving in his practice, and so I wanted to bring him on the podcast to have a discussion about how to think about philanthropy in the context of estate planning. He and I agree that wealthy families have a tremendous, and frequently overlooked, opportunity to have an enormous impact on the causes and organizations they care about in their estate plans.

While you’re alive, if you’re being prudent, you necessarily have to hold back on giving to charity, because you don’t know how long you’re going to live, or how much you’re going to spend, and the last thing you want to do is run out of money before you run out of life. To be blunt, after you’re dead, those questions have been answered, and your estate and your heirs are no longer constrained by that uncertainty.

Look, I am under no illusion that contemplating your own mortality is most people’s idea of a good time, but, I think the best way to frame this type of discussion is in the context of the positive impact your wealth can have, both for your heirs and for the world around you.

As always, if you have any questions, requests, or suggestions for people or organizations for me to interview, you can email me at david@gatewaywealthstl.com. Now, without further ado, here is my interview with Dan Julius!

Dan Julius and Stock Legal are not affiliated with or endorsed by LPL Financial, Gateway Wealth Management, or Cornerstone Wealth Management.


David Foster, CFP®, CAP®

Hi, I'm David Foster! I am the host of this podcast, and I am also the founder of Gateway Wealth Management, LLC. I hope you found something valuable in what you just heard/read.  If you'd like to read more about me, click here. If you'd like to read more about my firm, click here. Thank you for listening!