Charitable Planning 

Give until it hurts may no longer apply.

 

Trusts and direct gifts are only one way of helping your favorite charities. Many other alternatives are available. Some allow you to maintain control of your assets and still avoid future tax problems that might have occurred without the charitable planning.

Charitable planning and analysis can be a very rewarding process for you and your favorite charity. Identifying potential current or future significant tax problems can help you, your heirs and your charities.

If you have significant qualified or non-qualified type assets like IRAs, SEPs, 401Ks or annuities, as well as capital gains in stocks or business interests you may be creating significant future tax problems for you and your heirs.

Discovering these problems today gives you the time to plan properly and perhaps avoid them entirely while significantly enhance the future for yourself, your heirs or your favorite charity.

 

Call John R. Deitrick, CFP® at 614-602-6506 for a no obligation consultation to learn more about the use of trusts and direct gifts, as well as, a variety of other methods that do not require you to release control of an asset to help your charities.  Call 614-602-6506, or click on contact us today!

 

 

Neither Advanced Retirement Design or Global Financial Private Capital may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.