Ever heard of appreciated assets?! Even though it sounds like the name of a new James Bond movie, they are an incredible way to give and leverage your resources to give more and get more tax benefits in the process. Win win!
While we ourselves aren’t lawyers or experts on financial/estate planning, we are happy to connect you to resources or answer questions you might have! Please email Emily at email@example.com if you want to chat 🙂Creative Ways to Give