Figuring out how to balance your estate plan to best serve your family, avoid taxes and benefit charity can be daunting. The Foundation can help.
The Foundation has contracted with Mr. John Griffin of Stewardship Counseling, LLC to provide comprehensive estate planning services to individuals and couples who want to establish or update their estate plans. You are invited to meet with John at no cost to share your desires and devise or update your plan and then have your documents created by your own attorney.
The Foundation has helped many donors meet their immediate charitable giving needs, and served nonprofit organizations through endowment building, grants and educational workshops. We believe there is more we can do. The inter-generational transfer of wealth happening in our country, our state and locally presents both unique challenges and opportunities. Coupled with tax implications on estates and retirement funds, donors face challenges in planning for the future. We recognize that we can be a resource to assist in that planning process.
Call us today to work with John for comprehensive guidance to establish or update your estate plan to benefit your family and your community, and minimize gift, income and estate taxes. For more information or to make an appointment, contact Bill Grevas at the Foundation (785-823-1800).