Leaving a Legacy

Charitable giving can be a powerful way to support a cause or charity that is important to you and your family.  In addition to helping the cause, there are financial benefits to supporting charities, as it can minimize taxes and enhance your estate.

Donations can be made within your lifetime to obtain tax credits, or within your will to help reduce estate taxes.  There are several methods of donating to consider, for example, through a life insurance policy or a gift of shares.

Discuss your philanthropic goals with us, so that we can discuss the best way to gift to achieve your goal, maximize your donation and minimize your taxes.

Contact Terry Zavitz of Zavitz Insurance & Wealth at terry@zavitzinsurance.com or call 1-888-347-2437.