Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Gifts That Protect Assets
Highly appreciated property? Reduce your tax burden, create a legacy.
Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?
We have several options that help you meet your personal goals, save on taxes, and make a gift to Marine Corps Heritage Foundation at the same time.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
