What will your Legacy Be? Charitable Giving for the Every Man

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.  We will uncover some of the ways to use 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 while not adversely impacting your plans for and in retirement.

 

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