Planned Giving
Our mission is to help you achieve your family's needs and giving desiresby assisting you in the processes of developing and managing the appropriate type of planned giving strategy for your family's needs.
What this means to you:You will have a specially designed trust created and managed to give you maximum tax advantages, lifelong income for you and your family, wealth transfer to your heirs, and financial support for the charities and ministries of your choice.
The real benefit to you is:You will be able to sell highly appreciated assets with no tax consequences while receiving an immediate tax deduction for the assets you place in your trust account. Additionally, the assets in your trust can pay you and your family income for life. We can also help you create another specially designed trust to replace your gifted wealth, tax-free, to your loved ones. Finally, your trust can transfer assets to the charities of your choice when you decide it's appropriate to do so. You will also have a partnership with our team as we assist you in the strategies of managing your family's planned gift design.