CHARITABLE GIVING

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death.

With the increasing tax environment we expect in the United States in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
 

America's Retirement Reality Check by Nancy Ellis and David Ellis
ARE YOU PLANNING FOR YOUR RETIREMENT LIKE YOU PLAN FOR VACATION?
ARE 
YOU
ON TRACK?

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