When we die, our assets go to one of three places. Our Family, Charities, or the Government. I think two of the three are great options. I have partnered with the Foundation for Legacy Planning, a registered 501(c)3 non-profit, as a Charitable Advisor. By working with the Foundation for Legacy Planning, clients can minimize the impact that taxes have on their estate, create income for retirement, and leave a legacy to their favorite charity.
As a CERTIFIED FINANCIAL PLANNER TM practitioner that focuses on minimizing taxes for my clients, this organization fits well with the services I provide. Below are the 4 services they provide and several case studies on how they help meet different objectives.
If you have any questions please give me a call and I will be happy to help.
Case Studies
Click on each of these short case studies to learn more about each topic that the Foundation for Legacy Planning covers!