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PLAN. BUILD. PROTECT.

Charitable Giving or Planned Gifting is closely associated with strategic tax planning, estate planning, and philanthropy.

As part of an overall estate plan, clients, along with their advisors and chosen charity or charities, can work together to planned gifting strategy that meets all objectives in philanthropy, maximum tax relief, and best benefit to the charity.

Insurance products and annuities can be either part of the gift plan or a strategic tool to replenish the estate after a significant gift has been made. Charitable giving is not only helping the community or charity you want to impact but also have more enormous tax benefits to you and your family. Contact us to discuss further.