Henssler Money Talks
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166.
Money Talks: Your trusted resource for your money, your future, your life.
Henssler Money Talks
Good Intentions Aren’t Enough: How to Structure a Charitable Legacy
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the trade-offs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
Original Air Date: February 28, 2026
Read the Article: https://www.henssler.com/good-intentions-arent-enough-how-to-structure-a-charitable-legacy
