Make a Charitable Legacy

…Custom Solutions for the Affluent

Why a client might want to consider this:

Do you have any charitable giving built into your estate plan? I am not trying to increase the amount you are giving, but I am working with other clients to show them options on how to spread out gifts after you pass away to enhance the long-term giving plan.

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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