Charitable Giving

Giving back — your way.
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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 are happy to work with you and a qualified professional to help you decide if this is a good option for you.

Our firm is not permitted to offer, and no statement contained herein shall constitute, investment, tax or legal advice. You should consult an investment, legal or tax professional on any such matters.

Strategies for Financial Independence

Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

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Have Questions for Troy Bender?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below

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At Asset Retention Insurance Services, we can offer you the following products and services:

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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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