Charitable Giving

As a firm we understand and are committed to charitable giving. We understand the need and the many ways charitable giving can take place during one’s lifetime and after. When properly executed, charity is a source of great pride and satisfaction. It can be as simple as putting a small donation in the Salvation Army bucket during the holidays or as complex as establishing certain charitable trust(s) that will not only provide a donation but can also provide tax and income benefits to the donor. We get it, we do it and we make it personal.