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Daily Archives: June 5, 2018

legacy wealth management

Planning Your Legacy: Wealth Management Strategies for Charitable Gifting

BlogBy Infinitas TeamJune 5, 2018

Smart legacy wealth management strategies can help ensure that your priorities are evident through your charitable gifting. With the help of an executive financial advisor, you can effectively implement these strategies to create a legacy of giving. Let’s look at some of them in more detail.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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