Less Worrying, More Giving

You’ve worked hard to get here and want to give back. Our goal is to make the most out of your assets to not only benefit you, but the things you care about.

We’ll help you figure out how much you can give now, how taxes work, and how you want your money distributed for future generations. No matter where you are, we’ll set you up so that you’re able to make an impact and leave a legacy where it matters most.

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QUESTIONS YOU MAY BE ASKING

  • How do I know how much I can afford to give?
  • Is there a way to pre-fund charitable giving while I am still working?
  • Can I give to my kids each year without it affecting their taxes?
  • Can I give money to a qualified charity out of my retirement account?
  • Can an average family create a long-term charitable fund that can be passed down to future generations?
  • How flexible can a charitable giving plan be in case something changes in my life?
  • Should my accountant and attorney be involved in developing my charitable plan?
  • From a tax perspective, are there assets that would be better to give to charities versus my family when I die?
  • If income and estate taxes change, could that affect my charitable giving plan?
  • Is there a way to protect money for my family that is distributed after I die?

Charitable Giving Education

Ep 47: The Power of Planning in Reverse Order

  • Charitable Giving, Estate Planning, Retirement Income
Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode...

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Ep 36: All About Required Minimum Distributions

  • Charitable Giving, Investing, Retirement Income
One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and...

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Contact Us

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Contact Info

  • 2727 Spring Arbor Road
    Jackson, MI 49203
  • (517) 783-1695
  • support@averywealth.com