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.