Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets, and the reduction or elimination of estate taxes on the charitable contribution upon your death.

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We can refer you to a qualified professional who can help you decide if this is a good option for you.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@egsifinancial.com or call us at (614) 526-4118 today!

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