You know that smart tax planning and investment strategies can help you build wealth and safeguard it for the future. These fundamental building blocks shape your financial picture, but you may be interested in doing more with your wealth.
That’s where legacy planning comes in. This type of planning asks you to envision how you want your money to be used and where it can make an impact. Through tactics like charitable giving, impact investing and incorporating a trust into your estate plan, you can provide for loved ones, ensure special causes are advanced and your legacy grows.
Our eBook, “How to use your wealth to make a difference,” lays the groundwork you’ll need to integrate these key legacy planning strategies into your financial plan and help you do more with your wealth.
Learn how we can help you support the people and causes you care about for generations to come.
Qualified charitable distributions and gifts of appreciated stocks may allow you to further your philanthropic impact in a tax-efficient manner.
An open dialogue with family members can help you successfully craft your estate plan.