Estate Planning Assistance
Our advisors tell us that many individuals capable of making a significant charitable gift do not understand how to best structure a gift of this nature. Family wealth planning can be exciting, provocative, and extremely stimulating. Did you know that…
you can pass the entire value of your estate onto your heirs estate tax free?
you can sell your highly-appreciated assets and not pay a dime in capital gains taxes?
by opting out of paying all estate and capital gains taxes, the IRS will give you a current income tax deduction for doing so?
you and your family can become multimillion dollar philanthropists while actually increasing the size of the inheritance to your children?
Contact the Foundation Office for additional information.