Giving back — your way.
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
We are happy to work with you and a qualified professional to help you decide if this is a good option for you.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Have Questions for Jim Hanna?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.