Planned and Charitable Giving

Protecting Your Legacy Without Compromising Your Values

Whether you are retired or still in the workforce, by choice or because you haven’t hit that retirement date yet, one of the issues that we will discuss is reducing your tax bill through philanthropy or planned giving. The gifting of assets to community organizations, whether cash, other liquid assets, or fixed assets, such as property, can be very satisfying. In this time of government cuts, gifting is a welcome way to combat poverty and disease, and support environmental stewardship, health care and the arts. We work with a locally-based national organization that helps clients make the most of their contributions. This can mean charitable giving now, to promote your social values and help your tax bill, as well as planned giving through your will.