The advantages of sharing the wealth.
Chances are, there are organizations you’re already planning to support. Your Essex advisor can help you work with the organizations and causes you’re most involved with. In these cases, our goal is to convert your assets into tax-deductible donations that benefit the causes you hold dear. We can also advise you on the benefits and ramifications of establishing your own charitable foundation, along with the possibilities of using a donor-advised fund.
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