Do you want to help those less fortunate than you or to contribute to the common good? A financial advisor can help you leverage your contributions by making them in a tax efficient manner. This could mean donating appreciated stock, or using untaxed retirement funds. You may want to set up a Donor Advised Fund to make gifts anonymously, to involve your family in charitable giving, or optimize your tax deductions. We can even help set up a retirement stream of income combined with a charitable gift.
As experienced tax planners, we can guide you on the most effective way to structure your estate to leave your tax-inefficient assets to charity and leave your heirs a relatively tax-free inheritance.