1555 Plaza West Drive
"Someone's sitting in the shade today because someone planted a tree a long time ago" - Warren Buffett
Managing an inheritance can be emotionally and financially challenging. Just as you've lost someone close you must decide what to do with what may be the largest sum of money you've ever had. Couple that with interpersonal dynamics of family members, and it's easy to see why people often handle the situation poorly. We help you look at things holistically. Working with a skilled advisor can reduce stress, reduce taxes, and preserve an inheritance.
Planning an Inheritance:
Planned giving is the process of establishing a legacy by creating a plan to financially assist a non-profit or charity that has much more significant impact than a simple donation. Specifically, planned giving is the arrangement of an outright contribution, a long-term stream of income, or benefit that is activated upon someones passing. There are a myriad of ways you can make a financial gift. We also specialize in consulting with non-profits and charities in establishing a turn key planned giving program. We welcome the opportunity to show you the potential benefits of making a financial gift to support your passions and values.