Broker Check
The Best Way to Determine Where Your Wealth Goes

The Best Way to Determine Where Your Wealth Goes

November 07, 2022

It may seem counterintuitive, but one of the best ways to maintain wealth may be to give some of it away. The tax code is designed to encourage philanthropy that will support a wide range of worthy organizations. If planned correctly, charitable giving is a smart strategy to reduce your tax liability while also funding causes that are meaningful to you.

I work with a team of experts to create giving plans that benefit my clients as well as numerous charities. The team includes experienced certified public accountants, lawyers and financial planners. Together, we help you explore giving vehicles like charitable remainder trusts, donor-advised funds and qualified charitable distributions.

The best part is that you are in charge of the charitable giving. Support the organizations that align with your values. Give to charities whose work you admire. Put your money to good use.

Contact the office to discuss how you can make the world a better place while also protecting your assets.

Warm Regards,

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera nor any of its representatives may give legal or tax advice.