Financial Planner & Investment Advisor
90 Collier Street
494 Big Bay Point Road,
44 Mapleview Drive West
Significant wealth accumulation can create the opportunity to donate and give back to causes close to your heart. Philanthropic advisors can show you how to use your wealth to make a positive impact on organizations you care about.
I will work with you to design a long term strategy that may significantly reduce your estate taxes and further the work of causes you support. We can structure your giving to enhance its value for the recipients, while generating tax advantages for you and your family. We can also manage all aspects of major gift administration.
A well thought out estate plan is critical to protect and transition your wealth to the next generation. Even if you've already designated beneficiaries on your financial accounts, having an estate plan that utilizes trusts can help to ensure that your assets are distributed tax-efficiently, without unnecessary delays and according to your wishes.