Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax reduction, the avoidance of taxes on highly appreciated assets, and no estate taxes on charitable contribution upon your death.
With the increasing tax environment we expect in the U.S., there may be compelling reasons to integrate philanthropy into your financial and estate planning. Sometimes, charitable giving can actually increase the wealth transfer to your family and increase your income while alive.
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To create a world where life shows up as abundant.
Through world class coaching, we tailor our clients’ financial needs to their purpose, American Dream, and life-long game plan.