Philanthropic Planning (Clients with Low-Basis Assets, Religious Groups, Non-Profits)


Have you considered leaving a lasting legacy with a portion of your wealth? Do you have an organization or cause that is close to your heart? Do you have low-basis assets that you would like to sell but are reluctant because of the tax impact? How would you like sell that asset without tax and to turn it into a guaranteed income stream for your retirement?

How would you like to explore some innovative ways to leverage charitable planning for the benefit not only for the charity, but for your family and for yourself? Have you ever explored creating your own private family foundation? We can offer you a comprehensive briefing on all your alternatives and explain what would be involved. Are you on the board of a non-profit? Could your group’s donors benefit from hearing these ideas?