Our Insights

Many things can change from year to year. All of which can change your tax situation.

When you were deciding on when you were getting married, did financial reasons play a part?

Or have you though about getting your children involved in creating your living legacy by opening a Donor Advised Fund? Contributions are eligible for a tax deduction in the year they make a deposit, the money is invested and grows tax-deferred, and then distributions are made as the family decides.

Feel free to let us know what you think, we hope you enjoy! 

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Your Life, Your Legacy Newsletter – February 2019