A few main concepts in which our experts focus on thorough charitable planning include life insurance, income maximization and estate tax minimization.
Review existing life insurance policies:
Utilize unneeded Required Minimum Distributions:
Increase income from safe money:
Minimize estate tax:
• Donate the residual of the estate to charity.
• Increase amount of money left to your heirs by restructuring the estate.
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Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.