Once the appropriate level of Family Financial Security is satisfied, clients may have an interest or a strong desire to explore their charitable intentions.
We have a deeper conversation about your current involvement, as well as personal and family values. The Charitable causes that “move you”, and why, are revealed.
Clients will often express a willingness to support a valuable charitable endeavour yet are unsure about how to include their intentions in their Estate Planning efforts… without diminishing the value or importance of what is, for their own families. It can be done.