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Legacy / Philanthropic Planning

Transferring values and resources to charities and other entities may be an important part of your financial plan. We help you to define your legacy goals and execute them in a way that maximizes your desired impact. Your legacy plan will be coordinated with all of the other aspects of your financial plan so that your strategy will not only be well-timed and tax-efficient, but one that honors your wishes in the most effective way possible.

A client story:

Donald and Theresa are small business owners. As their business continued to grow, they became increasingly interested in making charitable giving a larger part of their lives, but they were not sure of how to proceed. After several discussions on the topic, we developed a philanthropy plan for them that included establishment of a Donor Advised Fund. Donald and Theresa transfer appreciated assets to the fund periodically and then grant the proceeds to their favorite charities. Administering their philanthropy in this way is low-cost, highly tax efficient, and convenient.