Charitable Planning

Positive Impact

We believe that true wealth is not just measured in monetary terms but in the positive impact we make on the lives of others.

Strategic charitable giving can provide income and estate tax advantages. Many charitable donations are tax-deductible, reducing your taxable income and potentially lowering your overall tax liability. By optimizing your giving, you can maximize these benefits, effectively managing your finances while supporting charitable causes.

We encourage the involvement of family during this process which teaches the importance of giving back and ensuring that your legacy of generosity continues.

We do not offer tax or legal advice. Individuals are encouraged to seek advice from their own legal and tax counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax professional.

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