Philanthropic Planning

We make a living by what we get
but we make a life by what we give.

We are committed to assisting you in developing the strategy for sharing the successes you’ve enjoyed with those whom you love, and with the causes that are most meaningful to you. We implement strategies that can help you to maximize your gifts to these organizations so as to create a longer lasting impact. Through philanthropic planning, you are transmitting your hopes, and making them a reality well into the future. Wealth is a powerful tool for the change that we hope to see in our own communities and around the world. Taking the steps to create a philanthropic plan, will allow you to support the values you hold most dear, gift to them in perpetuity, and solidify your legacy.

Epic Insights

Trust Basics
Oct 7, 2024

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing … Continue reading “Trust Basics”

The Gift Tax
Oct 4, 2024

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his wife and two sons. Like many Americans, Hugh likes to make sure … Continue reading “The Gift Tax”

Retirement Planning Birthday Milestones
Sep 30, 2024

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.

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