Planned Giving

Did you know that . . . .

- You can receive income for life in exchange for a gift?
- Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash?
- Some assets can benefit you more if you give them away?
- Some gifts cost nothing now, but leave a legacy later?
- Some gifts allow you to pass more on to your heirs and save on your taxes?

Contact your tax advisor or estate planner today to help you determine which plan would best meet your needs and desires.