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
My Father Taught Me “Cash Is King”
I was just telling this story the other day, and I’m not sure why it sticks with me so much. But it does. In my early 20s, I never had cash on me (and I mean never). This always drove my father nuts. I had credit and debit cards; he had cash and cash. We were truly a...
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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