Legacy Planning

Many of our clients are active contributors to charities. Charitable planning strategies can provide clients with fulfilment of their altruistic goals as well as potential tax benefits. Whatever your philanthropic goals, we can assist in:

  • Developing planned giving strategies that achieve client goals.
  • Identifying charitable planning strategies which maximize tax benefits of gifts for donors.

Whether your interest is a passion for a particular cause or a need for tax or estate planning, charitable giving can be a valuable element of wealth management planning. Regardless of your motivations for giving, we can assist you throughout the process.

We work in partnership with a wide variety of planned charitable giving professionals who can assist in determining the most effective strategy for you.

Contact us today to begin the process. We look forward to helping you achieve your goals.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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