Helping Clients Consider Philanthropic Interests in Estate Planning

September 29, 2021 // Donors, Estate Planning
Tractor at sunset

John Schwan, CEO and Founder of Schwan Financial Group in Aberdeen, speaks about the process of helping clients consider and explore their philanthropic interests in their financial planning.

Part of a family's legacy is retiring fear in their own role with the success and everything they have enjoyed. It's then how do we transfer these values and these assets to our children and grandchildren but ultimately, to top off the pyramid, it is including the charitable aspect of which people who have been successful in the communities of South Dakota really want to share. They want to know how to do it.

-John Schwan

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