Almost everyone should utilize a donor advised trust

Donate appreciated stocks from brokerage accounts to fund the trust and avoid taxes

Determine your charitable goals and work with Warren Financial on the implementation

Such as using your annual Required Minimum Distribution to fund a charity

Inter-generational wealth education

Bring in your family for a discussion about the family’s history, current charitable goals, and how wealth has been created and managed over the years

Trust strategy and Implementation

Even though most families don’t use Trusts to avoid death taxes anymore, there are still some solid reasons to have a Trust in place

Almost everyone should utilize a donor advised trust
Donate appreciated stocks from brokerage accounts to fund the trust and avoid taxes
Determine your charitable goals and work with Warren Financial on the implementation
Such as using your annual Required Minimum Distribution to fund a charity
Inter-generational wealth education
Bring in your family for a discussion about the family’s history, current charitable goals, and how wealth has been created and managed over the years
Trust strategy and Implementation
Even though most families don’t use Trusts to avoid death taxes anymore, there are still some solid reasons to have a Trust in place