Passing On Your Legacy

Charitable giving is one of the most powerful estate planning tools available. Your support of foundations and charities through endowments and trusts is a powerful statement of your values and hopes. Wealth Advisors specializes in showing you how to leave a legacy for the less fortunate while at the same time planning for your retirement and estate plans. Not only do charitable gifts of cash, stocks and bonds receive tax deductions, they may also generate income to replace the value of the gifted asset for your heirs.