Tax Mitigation

What’s the Best Way to Leave Money to a Charity? I’m David Witter, founder and CEO of Financial Harvest Wealth Advisors located in Winter Park, Florida. I’m going to talk about something people ask frequently which is, “Hey, when I pass, I want to leave money to charity. What’s the best way to leave money to a charity?” Our experience when we meet with people that have that intention, oftentimes for whatever reason, they do it in a way that isn’t the best in terms of tax savings. So let me explain what may be a better option. Common Approach