Estate and Gift Planning*

Plan

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

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• 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.

• Direct a portion of your estate to a legacy gift.
  

* The information on this website is not a substitute for professional financial services. ​