Charitable Planning

It is important to understand your charitable goals in the context of your overall financial plan. Sophisticated techniques can be used to satisfy charitable and other estate planning goals. Whether you want to simply write a check to your favorite charity or make a recurring gift to another entity, we will work closely with you, your estate planning attorney, and charitable planning specialists to ensure you have the best solutions in your plans.

 

 

 

 

 

 

 

 

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