In giving to charity, one is able to impact our society in positive ways.

You select the charity, and/or charities, and we will help you design a path to optimize your generosity. In this realm, we employ a variety of planning tools.

• Charitable trusts
• Annual donations
• Wealth replacement trusts
• Transfer of highly-appreciated assets

Whether, or not, you are charitably inclined, charitable giving may play a role in optimizing your overall financial well-being. As part of our comprehensive financial planning, we can determine how, or if, charitable giving can play a role.