Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell

Podcast: Wealthyist · Annex Wealth Management

Opublikowano: 2026-07-21

In this episode of Wealthiest, host Anthony Mlachnik sits down with Gunnar Crowell, Senior Advisor of Charitable Estate Planning for the American Heart Association. Gunnar shares his journey from college football defensive lineman and practicing attorney to helping high-net-worth families create meaningful, tax-efficient legacies. The conversation dives deep into practical philanthropy: why health is the ultimate foundation of wealth, how personal experiences with heart disease fuel genuine giving, and the most powerful ways to give during life and at death. Gunnar breaks down proven strategies including Qualified Charitable Distributions from IRAs, gifting highly appreciated stock, Donor-Advised Funds (DAFs...