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Legacy Protection

Legacy Preservation

How will your values live on?

Wealth beyond financial confidence not only affords personal freedom, but also offers the opportunity to give back. There are many ways that gifting to institutions and causes you care about can be tax efficient. Whether you’d like to start a scholarship at your alma matter or support (or found) a foundation, we’re here to help you help society in a mutually beneficial manner.

<strong>Gifting to Loved Ones</strong>

Gifting to Loved Ones

We’re here to work with you and other professionals to see that your estate planning helps distribute assets efficiently and in the manner you desire. We work your attorneys, CPAs, and any other outside professionals to formalize your wishes. We want to reduce your estate’s administrative burden and better position the value distributed to your loved ones and the organizations you cherish.

Gifting to Loved Ones