Wealth Management

Charitable Giving

 

Insurance as an Estate Planning Tool

Trevor Nelson explains the benefits and tax savings in naming a charity as the beneficiary of your life insurance policy.
Disclaimer: Insurance products available through The Stewart Thomas Consulting Ltd.

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Charitable Giving

Where does charity fit into my plans?

That’s a question we get asked often.

Many individuals and families have philanthropic goals they’d like to meet as part of their money plans for life. We can help support those efforts while putting in place strategies that will create the most positive impacts on the communities you choose to contribute to, as well as your wealth management plan.