rss

News & Events

News & Event

745X390 Annual Exclusion Gifts A Simple Way To Transfer Wealth.jpg

Testamentary Charitable Gifts: Bringing Peace to a Stressful World

We all feel stress from things like traffic, health, deadlines, family obligations and business goals. Financial and estate planning presents yet another stressful challenge, particularly for clients who wish to make a charitable gift but are reluctant to relinquish control of their assets during life. Luckily, testamentary charitable gifts can be a virtually stress-free solution for some clients.

 

Share