Philanthropy

Using your wealth to help others is a wonderful thing. From college planning to donating to charities, we’ll help you spread the love. While you may be prepared to leave a legacy of giving after death, we can coordinate with your other trusted professionals to help you make an impact sooner. Because having a sense of purpose and contributing to something bigger than yourself is important to our clients, it’s important to us.

• Gifting
• College Planning
• Caring for the Elderly
• 529 Plans
• UGMA/UTMA
• Charities
• RMD tax efficient gifting
• Charitable Trust & Foundations