Eight Positive Steps for Reducing Your Gift and Estate Tax While Giving Something Back
Leaving a legacy is rarely just about money. For many of us, it means contributing to something meaningful and knowing we're leaving the world a little better off than we found it. It's behind our core values: building relationships with like-minded people, supporting our communities, and setting an example for our families.
Whether you want to make a contribution during your lifetime or leave a legacy for future generations, your core values and personal interests should align with your financial objectives. Armed with a little information, you can strike a balance between the emotional rewards of giving and preserving your wealth.
Here are eight ways you can protect your heirs, preserve your estate, and still support the values you believe in.