Foundation For Legacy Planning

https://youtu.be/XVhYFxim38U

Tax Savings with a Donation Stacking Strategy

Resources

Last Will and Testament

Write your Will in less than 20 minutes with our online tool.

CLICK HERE

Financial Power of Attorney

Create a legal document to appoint someone to act on your behalf to manage your finances affairs if you are unable to do so.

CLICK HERE

Advance Healthcare Directive

Your Healthcare Directive explains how you want medical decisions made on your behalf.

CLICK HERE

Do you have questions? Call us at 904-679-4586 or email allan@legacy-planning.org

 

The Foundation for Legacy Planning provides education and consultation to donors with charitable intentions. We help our clients achieve their vision of charitable contributions through effective financial planning for charitable giving. Our initiatives include Donor Advised Funds, Pooled Income Funds, Charitable Trusts, and other charitable vehicles which are structured to meet the needs and intentions of the donor.

Allan Harkness
President


allan@legacy-planning.org
www.legacy-planning.org

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