Planned giving or "gift and estate planning" refers to a strategic plan that includes instructions for leaving a charitable gift upon your passing or investing today in a way that will result in a gift later. The plan could make a difference to you now through lower taxes or provide you with lifetime income, while supporting the non-profit cause you believe in. It is often described as "legacy planning." There are many options for you to create a legacy.
We have experts who can work with you and you financial adviser at no charge.
For a confidential consultation to learn how you can create a legacy of your own, please call Joan Rubio at (562) 933-4483 or by email.