Charitable

Personal philanthropy can be at the core of overall planning for some people and is often an outgrowth of our discussions with clients about Estate Planning.   Personal philanthropy and discussions about giving can involve ones family, church, foundation, or favorite charity. 

As you might imagine, there are several ways to approach planning giving.  Considerations are who and when the individual and entity would receive the gift along with what role taxes play in the decision.  We can explain the various available options as well as the financial and tax impact.  

For more information on how we can assist you in this area, please contact us at 225-766-4885 or email us at info@peterswealth.com.