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Financial Planning
for Loved Ones

We explore the various ways you can provide support to your family and loved ones through financial planning. Our dedicated team of experts is committed to helping you navigate the complexities of financial assistance, ensuring that your generosity aligns with your values and long-term goals.


Giving the gift of financial support can make a significant impact on your loved ones’ life. Our professionals guide you in creating gifting strategies that maximize benefits for both the recipient and the giver, while considering potential tax implications.  

College Planning & 529 Accounts:

Investing in education is a meaningful way to support the younger generation. We assist you in creating college planning strategies that ensure your loved ones have the resources you need to pursue their educational aspirations.  

Charitable Giving Strategies:

We believe that supporting your chosen charities is a noble endeavor that can be enhanced through strategic financial planning.  

  • Donor-Advised Funds (DAF): A Donor-Advised Fund is a philanthropic vehicle that allows you to combine your charitable giving with strategic financial planning, maximizing the impact of your contributions.  
  • Qualified Charitable Distributions (QCD): A Qualified Charitable Distribution is a strategic way to donate to charitable organizations directly from your Individual Retirement Account (IRA), offering potential tax advantages while supporting the causes you care about.

Roth IRAS for Children or Grandchildren:

Investing in your children’s financial future early on can yield substantial benefits. Our experts guide you in establishing Roth IRAs for your younger loved ones, offering a head start on their retirement savings journey.  

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This service is being provided by an entity that is not a traditional legal provider. This entity is owned/managed (fully or partially) by nonlawyers who are not subject to the same rules as lawyers. For more information click here
Este servicio está siendo proporcionado por una entidad que no es una Proveedor legal tradicional. Esta entidad es propiedad / administrada (total o parcialmente) por personas que no son abogados que no están sujetas a las mismas reglas que los abogados. Para obtener más información, haga clic aquí.
The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.
Investment Advisory services offered through Lift Wealth Management, a Registered Investment Advisor. 
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