Charitable giving allows you to support the organizations you care about most while opening the door for tax planning opportunities. We specialize in comprehensive charitable planning which is a planning approach to giving that takes into account your overall personal and charitable planning objectives. You can design your charitable gifts to be extensive and tailor them to preserve and transfer your own personal wealth. Gifts of almost any type of asset can be made to charity, including cash, securities, real estate, and even life insurance.
Contact us and we can evaluate your current assets and help you develop a plan to leave a legacy to the charity of your choice while taking into account tax benefits available to you.