MAKING A DIFFERENCECharitable Giving
We can help you pass along accumulated wealth to your heirs in the most tax-efficient manner, while making a difference in your community.
learn more about charitable giving
READY TO MAKE A DIFFERENCE?
MINIMIze ESTATE TAXES USING CLTS AND CRTS
Maximize Charitable Giving
A healthy and happy community thrives off of the charitable giving from people like you.
We’re here to help you along the way, ensuring you maximize the benefit of your charitable intentions. Our expert strategies are put in place in order to maintain your personal financial freedom while still accomplishing your donation goals.
Get started by learning how to maximize your charitable giving, while minimizing taxes at the same time. The two most popular types of split-interest trusts are Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs). We’re here to help you navigate the two.
We also have a unique relationship with a community foundation that can allow you to leave a legacy gift that makes certain your charitable interests are never forgotten and never-ending.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.