Charitable Contributions - a Golden Opportunity

Here's a way to make a difference and mitigate tax consequences all at once - charitable giving. If you're going to give meaningful amounts to charity, it has to be coordinated by both financial planners and tax-planning experts.

Some clients are lifetime donors. We can assist your giving by making this a strategic part of your lifelong financial plan.

Some people prefer to donate only when the financial benefit is apparent. Charitable giving can be an important solution to avoiding the tax implications of the portion of your estate that is out of the boundaries of trust protection.

Some of the services we offer include help with:

Charitable Remainder Trusts Unitrusts Pooled Income Funds Gift annuities Grants and Trusts Irrevocable Life Insurance Trusts

Click here to Contact us for more information

or

Click here to sign up for one of our seminars