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Pottstown Office

758 East High Street

Pottstown, PA 19464

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:

 Sharing Your Legacy