Personal Planning Ideas

Planned Giving

  • Timing Can Be Everything in Gift Planning

    Savvy charitable gift planning often is a matter of seizing opportunities and acting at just the right time.  We encourage donors to call our office before:

    • Selling investments at a profit
    • Making or amending a will or establishing a living trust
    • Selling a business
    • Selling real estate at a profit
    • Rolling over low-interest CDs or bonds at maturity
    • Making a Roth IRA conversion
    • Naming beneficiaries for retirement plans or life insurance

    Tax-saving opportunities are available that can reduce or avoid capital gains taxes, the 3.8% tax on net-investment income or save state and federal estate and income taxes — or possibly all of the above.  Many gift plans can even provide you or a loved one with lifetime income, and tax savings, as well.



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    Call 763-236-3966