Charitable Planning

“In all things I have shown you that by working hard in this way we must help the weak and remember the words of the Lord Jesus, how he himself said, ‘It is more blessed to give than to receive.” – Acts 20:35

It is important to understand your charitable goals in the context of your overall Live Well Plan. Sophisticated techniques can be used to satisfy charitable and other estate planning goals. Whether you want to simply write a check to your favorite charity or make a recurring gift to another entity, we will work closely with you and your estate planning attorney to ensure you have the best solutions in your plans.