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Charitable Gifts
It is often said that Charity begins at home. |
In the financial world this is quite true and most Charitable Gifting plans in existence today stem as much from benevolent desires as implementation of aggressive planning strategies with their Tax Attorney (see Scott Erickson, P.C.), and CPA’s (see Craig Moffit, CPA).
Charitable Remainder Unitrusts, and Net Income Makeup Charitable Remainder Unitrusts require a team of dedicated professionals to achieve optimal results. At W.P. Stevenson and Companies I have assembled a team of top notch professionals to assist you in these types of plans.
Inevitably Life Insurance is used to replace the Principal donated to the Charity and that’s where I come into play. To learn more about this advanced planning strategy, please call me.
We can work with your Tax and Legal professionals or I will gladly introduce the services of Scott Erickson and Craig Moffitt. |
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