Charitable Giving: Goal-Based
Planned giving can be done both while you are alive and as part of your Estate Plan. Some of the different ways to give will save taxes, while enabling you to give more.
Planned giving can be done both while you are alive and as part of your Estate Plan. Some of the different ways to give will save taxes, while enabling you to give more.
Starting the process of getting your financial house in order can be intimidating. The most important thing is that you take action.
There is a lot of confusing jargon in the financial services industry. Knowing about the types of accounts you might have is a great starting point.
Many of our clients give to charity. We help them do so in a tax-efficient way.