Legacy Planning
Legacy Planning
Creating and managing wealth is a challenge in today's changing economic environment. Protecting and preserving multiple assets to transfer to the next generation and beyond requires professional advice, an in-depth knowledge of advanced market strategies, and an understanding of the ever-changing tax laws.
The sweeping changes in estate tax laws don't change the fundamental need for sound estate planning or the basic techniques used for legacy planning.
Charitable Giving
- Cash or Property
- Charitable Gift Annuities
- Donor Advised Funds
- Pooled Income Funds
- Establishing a Family Foundation
- Charitable Lead Trusts
- Life Insurance as a Charitable Gift
Details of Charitable Giving Techniques: