Giving back — your way.
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
We are happy to work with you and a qualified professional to help you decide if this is a good option for you.
We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).
Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.
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