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| Create A Legacy |
Larger estates can reap huge results by incorporating charitable gifting. By including some charitable planning in
the overall estate plan, individuals are actually able to pass on more wealth to their children or other heirs. This
works well both with public charities and with private foundations; donors can name their children, grandchildren
or other heirs as Trustees or Donor Advisors, thereby establishing a legacy of philanthropy that is passed down
through generations.
A $10,000,000 estate that normally could leave approximately $5,000,000 to your children (after all applicable
taxes) can be repositioned to incorporate charitable planning - and leave $10,000,000 to a charity or foundation
of your choice AND $10,000,000 to your children or other heirs. This type of planning can be done with many
different types of assets, including Real Estate, Pension Plans, Stock holdings, and Liquid or Cash assets.
Click link below to visit our newly enhanced web site, including advanced tools and calculators .
Click Here for more
the overall estate plan, individuals are actually able to pass on more wealth to their children or other heirs. This
works well both with public charities and with private foundations; donors can name their children, grandchildren
or other heirs as Trustees or Donor Advisors, thereby establishing a legacy of philanthropy that is passed down
through generations.
A $10,000,000 estate that normally could leave approximately $5,000,000 to your children (after all applicable
taxes) can be repositioned to incorporate charitable planning - and leave $10,000,000 to a charity or foundation
of your choice AND $10,000,000 to your children or other heirs. This type of planning can be done with many
different types of assets, including Real Estate, Pension Plans, Stock holdings, and Liquid or Cash assets.
Click link below to visit our newly enhanced web site, including advanced tools and calculators .
Click Here for more
Charitable planning is the hallmark of our practice, and truly contains limitless possibilities. Let us
show you how incorporating this type of planning into your own estate can provide enormous
benefits to your family as well as to your charity of choice.
show you how incorporating this type of planning into your own estate can provide enormous
benefits to your family as well as to your charity of choice.
| Questions? Please call us at (800) 593-2275 or e-mail us. |
| Clients First Financial, LLC 72 Sharp Street, Suite A2 Hingham, MA 02043 All Rights Reserved |
| Clients First Financial, LLC |
Our Advisors Average 19 Years of Experience and Integrity in Financial Services |
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