Charitable Giving Strategies

Some of our favorite and most fulfilling projects are developing charitable giving strategies for clients.  This process seeks to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.  We work together to uncover forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals.

We invite you to call 518.406.5624 or use form below to request a consultation to discuss your needs and goals regarding Charitable Giving. Thank you.

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