Charitable/Legacy Planning
Charitable giving strategies come in all shapes and sizes. Gifting to family members is a common way to share wealth and secure a bright financial future for your loved ones. Whether you want to establish a trust, pay for their education, or plan for them through your estate, we can help you design impactful giving strategies for your future generations. Providing support for causes they care deeply about is of vital interest to many people. Perhaps you find fulfillment in giving back to your community, or you may feel a sense of satisfaction by helping those in need. At Diversified, our team of experts gain a thorough understanding of your philanthropic intentions and then recommend strategies to create a legacy that reflects your wishes.
There are many ways to maximize your giving potential. Whether they’re carefully planned or offered in response to an unexpected need, you can rely on us to help you design a gifting plan. Together, we’ll create a plan for charitable giving that makes a difference in your life and the lives of those you touch. Contact us today to put your lasting legacy in motion.
Lifelong Blog
The Downsize Retirement Myth – Video Blog
Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.
50 POINT WEALTH CHECK-UP
When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.
50 critical financial questions which drive your financial life.
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