We believe that all areas of your financial plan should work together in a closely coordinated manner that focuses on achieving your specific goals. We provide a full range of services including, Asset Protection, Income Tax Reduction, Estate Planning, Charitable Giving and My Wealth Plan 360º.
Charitable Giving is perhaps one of the most rewarding parts of the work we do here at Wealth Planning Network. We take the time to truly understand our clients and the causes and organizations they are passionate about. After we understand their passions and objectives, we educate clients on the different charitable giving strategies available to them, and then design a plan to maximize their giving.
Through the use of Charitable Trusts, Private Family Foundations, Split Interest Vehicles, Donor Advised Funds, Life Insurance Policies and more, Wealth Planning Network specializes in creating detailed plans to maximize a family’s charitable intents. Whether it be through income and capital gains tax deductions, estate tax liability minimization, or providing an income stream to a specified party, our planning maximizes the benefits of charitable giving for the donors.
Year End Financial Checklist
What are Charitable Remainder Trusts?
Have You Considered Buying Life Insurance?
Creating Your Legacy
Last Minute Year-End Tax Savings Strategies
The Importance of Multidisciplinary Wealth Management
What is Premium Financing and How Can it Benefit You?
The Real Story Behind 770 Accounts
President’s Proposed 2016 Budget Could Substantially Affect Estate Planning
Who Needs Estate Planning?
Have You Completed Your Annual Financial Checkup?