In this episode, Tim sits down with Tiffany House, a nationally recognized tax, estate, and charitable strategist, to unpack the tools and strategies behind effective estate planning, charitable giving, and business exits. Tiffany, a self-proclaimed “recovering financial advisor,” brings decades of experience working with high-net-worth individuals, families, and nonprofits to design custom solutions that align with values, minimize taxes, and protect wealth across generations.
They dive into values-based estate planning, donor-advised funds, charitable remainder trusts, and why private foundations might not always be the right fit. Tiffany also explains how she guides families through emotionally complex transitions, whether selling a business, passing wealth to children, or creating legacy-driven giving plans.
———————————————– Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
