There comes a time in everyone's life when you begin to think about the mark, or legacy, you will leave behind. Inevitably, you begin to consider the following:
- What do you find significant beyond financial success?
- Are you interested in investing in the potential success of any given charity?
- Is there a way to donate a significant amount to charity without eroding the estate you would like to leave to your family?
Integrating charitable planning into your wealth succession plan can allow more to be donated to charity at less cost to your family and heirs.
Here are a few examples of the many ways we can help you more effectively donate to the charities that are important to you:
- Direct the 67% taxes on your IRA to the charity of your choice rather than the IRS
- Pass an “off balance sheet” asset to charity so all of your wealth can go to your family but a significant amount can still go to your charity
- If you are over age 68, you can make a sizeable gift to charity at no cost to you
Make the connection between your money and your humanity and we'll help you implement the charitably strategy that is right for you!
