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Charitable Giving

Planned Giving

Planned Giving

When it comes to philanthropy, it’s important to combine your overall goals with an effective giving strategy. At Bespoke Wealth Advisors, we know that you have worked hard to build your wealth and can help you create a charitable plan that maximizes your charitable legacy as a part of your overall financial plan.

There are numerous strategies involved in giving and it is important to determine which one aligns with your goals. We analyze these approaches along with the ever changing tax laws to ensure your plan is as tax efficient as possible while still maintaining your financial security. We are here to help you identify the best assets to give and when.

Whether you have already begun fulfilling your charitable goals or are just starting the process, Bespoke Wealth Advisors provides a complete range of services.

Legacy Financial Planning