Estate and Gift Planning

Plan

• Get tax-free income now through a Charitable Remainder Trust​
  

​​​​

• Enjoy tax-free RMD's from your IRA with a Qualified Charitable Distribution

Save

• "Bunch" multi-year donations to influence your tax bracket and itemization threshold​​

• ​Avoid capital gains by donating appreciated assets instead of cash

Give

• Use a Donor Advised Fund to grow your charitable gifts tax-free until you are ready to distribute them

Recent News

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi.