Create your own legacy, and benefit from it financially
Properly designed trusts can protect your assets from lawsuits and creditors, control how heirs receive money, reduce capital gains and estate taxes, and turn charitable giving into a financial plan that helps your family too.
Improve your finances while you give
An outright gift to charity saves only about 20 to 50 cents in tax for every dollar you give, and the money leaves your family for good. Meanwhile, strategies many people think save taxes, like 1031 exchanges and 401(k)s, only defer them: you eventually pay tax on all the growth.
Well-executed trust planning can do better for you, your heirs and your favorite causes at the same time. Tax laws change often, so proactive planning matters at any age, from your 20s onward.
Worried about a market correction? A charitable trust can let you sell appreciated stock and lock in gains without an immediate capital gains tax bill.
What trust planning can do
- Protect assets from lawsuits and creditors
- Control how and when heirs receive money
- Defer or eliminate capital gains tax on appreciated assets
- Reduce or eliminate estate taxes
- Create lifetime income for you and your spouse
- Turn charitable giving into a financial benefit
Three more ways we help
Become your own banker
Earn returns on money that would otherwise sit idle: cash in checking, down payments for business or real estate, and savings waiting for the next opportunity. Then borrow from yourself for big purchases like a car.
College funding that helps parents
An alternative to 529 plans that can pay for college tax-free and, if your child earns a scholarship or skips college, become tax-free retirement income for you.
Alternatives to retirement plans
Protection from losses when stocks fall, market-linked growth when they rise, and guaranteed lifetime income, as a complement to 401(k)s and pension plans.
A free second look at your estate plan
You would get a second opinion on a major medical or legal decision. Your estate and financial plan deserves the same. Many tax, trust and financial advisors don't use trust planning to its full potential, especially when charitable giving is part of the picture.
We will review your current plan and show you what could be improved, at no cost.
Help your most generous donors, and raise more
What if your donors' gifts could work for them while they help your organization? Our planned-giving strategies can increase donations and strengthen donor relationships, instead of asking the same people for money again and again.
Ready for a Worry-Free Retirement Plan?
Book a complimentary 30-minute Financial Review on retirement taxes, guaranteed lifetime income and protecting what you have saved. No cost and no obligation.