For our team charitable giving advice is a core component of our practice. Often, we are helping wealthy middle class clients determine the legacy they’d like to leave and a compelling means of doing that is by utilizing Qualified Charitable Distributions to pledge their IRA to a charitable foundation managed by them and our team. This is also a means of passing on philanthropy to our client's children and grandchildren as well.
This approach ensures a legacy of philanthropy by the family for generations.
American Endowment Foundation
Giving That Grows.
Legacies That Last.
Charitable Planning Life Insurance
IRA Charitable Rollover Tax Savings
Agriculture Charitable Trusts
January's- New Years Money Resolutions Video February- Video "Loving Yourself Through Divorce"
March- Video "Luck of the Irish & Your Legacy"