Charitable Gift & Foundation Planning

The ability to transfer one’s wealth to parties deserving of additional help is a goal held by many.  Wealth in and of itself does not bring happiness. However, helping others with what one has obtained in life can be a cause of great joy and fulfillment.  We strive to help our clients understand the various ways they can make these gifts and do it in a way most advantageous to the giver and the recipient.

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