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Your advisor can help you be sure that the legacy you provide is truly a gift and not a potential tax burden. The rules that govern the transfer of assets to beneficiaries have recently changed, making the advice and guidance of a well-informed professional even more valuable and necessary. Having clear financial goals, understanding your time horizon and being clear about how you feel and think about investing are the keys to determining your risk tolerance.
Our office can help with things like:
Succession planning is crucial for businesses to ensure continuity and sustainability beyond current leadership. It involves identifying and developing future leaders within the organization, ensuring a smooth transition of responsibilities and maintaining operational effectiveness in the face of leadership changes.
Charitable planning involves strategically donating assets or funds to charitable organizations while helping to maximize tax benefits. It aims to align your philanthropic goals with financial planning, ensuring your contributions have a meaningful impact on causes you care about while optimizing your overall financial strategy.
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