Education
If you had unlimited resources, I’d venture to guess that you would want to make a difference in the world and leave a legacy. The good news is that you don’t have to be among the ultra-wealthy crowd to accomplish this goal.
Through trusts and charitable planning techniques you can actually give more than you would have thought while still retaining control of your money!
Overview & Preview
No doubt you’ve heard the phrase “Success to Significance”. We’d like to help you feel that your hard work and success can be turned into a life of significance. What are your passions? Beyond your family, who can use your help? If you had a magic wand and could change one thing in the world for the good, what would that be?
Planned giving utilizes simple tools whereby you can arrange for a gift now to benefit one or more charities during or after your lifetime. Discover various options that can be tailored to your desire to give now or give later, with some strategies that even provide you with lifetime income.
While the goal is to provide a legacy and fund your passion beyond your years, there are significant tax advantages taken now, even though the charity will likely not see your gift for many years.
How Do You Want To Make A Difference?
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Enter your email below to get free chapters of “Increase Your Worth ebook. Learn how to direct your wealth through different methods of charitable giving will allow you to control your assets, and make a lasting impact on the world.