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: