As active members within the San Luis Obispo community, we fully support acts of charitable gifting.
We can help analyze your capacity to give and provide charitable tools to implement your charitable plan. Tools like modifications to your beneficiary designations on qualified plans and IRA's. Design and structure charitable remainder trusts to maximize your giving, reduce taxes, and improve your cash flow. Change beneficiary designations on life insurance policies.
Let us help you make your charitable intent a reality.
Designed to help you navigate a year in which economic conditions may continue to improve dramatically. Similar to the markets, Outlook 2021 also looks ahead. 2021 will bring advances to further limit the impact of COVID-19 with the goal in mind to keep the economy as open as possible until then. Read More ›