As we approach the end of the year, we advise rounding up a team of experts to finalize your financial plans for the end of the year. This team (accountant, attorney, financial advisor, and charitable advisor) will ensure that you have a plan to meet any required commitments and that you consider any changing tax laws to reach your goals for helping Kosair Kids.
Through this conversation, we will help you:
- Identify your goals
- Find your favorite way to help Kosair Kids with your stock gifts
- Create an estate plan that includes your goal to help Kosair Kids
- Fulfill the required minimum distributions from your IRA. Remember, if your 70th birthday is July 1, 2019 or later, your required distributions start at age 72.
- Put your Donor Advised Fund to work helping Kosair Kids
You have worked hard to build a financial situation that works for you and your goals. As your charitable advisor, we’re here to help you reach those goals by creating giving solutions that maximize your wealth and help Kosair Kids.
