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Gifts

Gifts

  • Generosity: Making Tax-Efficient Gifts to Individuals
    Generosity: Making Tax-Efficient Gifts to Individuals
    By Dan Koppel, MSFS, CFP®Published On: March 14, 2024Categories: Charity, Gifts, Taxes

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Milestone Financial Planning Logo

Serving Clients in New England and Nationwide

Our Services

Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Consulting
Charitable Giving
College Planning

About Us

Your Team
Our Approach
Community
LGBTQ+ Friendly
Fee-Only
Careers

Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

342 Wadleigh Falls Road
Newmarket, NH 03857

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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  • Home
  • Retiring Soon?
  • Peak Earning Years
  • Who We Serve
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
    • College Planning
  • About
    • Your Team
    • Our Approach
    • Community
    • LGBTQ+ Friendly
    • Fee-Only
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

342 Wadleigh Falls Road
Newmarket, NH 03857

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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