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Legacy Planning and Charitable Giving

Client Centered

Many people choose to direct a portion of the wealth they have accumulated toward the charitable and community causes they embrace and begin carrying out their legacies during their lifetimes. Whether you choose to carry out your legacy now or later, we can help you develop a tax-efficient plan aligned with your desires.

Charitable giving can provide significant tax benefits for you and your heirs. We conduct a full assessment of the short- and long-term tax and estate planning implications to help you achieve your wealth management objectives.