Legacy & Charitable Planning

I specialize in helping families design purposeful, tax-smart giving strategies:

Charitable Remainder Trusts (CRUTs & NIMCRUTs)

Donor-Advised Funds

Gifts of appreciated stock

Qualified Charitable Distributions (QCDs)

Endowed charitable giving strategies

Integrating charitable intent with family legacy

My goal is simple:
To help you give generously — while protecting the people you love.