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Philanthropic Planning

Creating a plan for charitable giving can be a complex — but rewarding — process. We will help you identify your specific goals for giving, and align your passion with a tailored, tax-efficient action plan.

In the next 30 years, $40 trillion will transfer from baby boomers to subsequent generations.  We can help to make that transfer as smooth and tax-efficient as possible.  With a properly structured charitable giving plan, you can give to the causes and organizations that matter most, without costing you anything.   Whether it’s constructing a trust, taking a deep-dive into an organization, or helping to educate your children on the process, we will make sure that your contributions have the most impact possible.