Legacy Planning and Charitable Giving
Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.
- Trust and Will Planning
- Charitable Giving Strategies
- Wealth Transfer Strategies
- Domestic Partner Planning
Tower Wealth Management and LPL Financial does not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.