Planned Giving

Whether your generosity extends to family members or to charitable organizations, we can recommend appropriate gifting strategies to achieve your goals and maximize tax savings benefits.

Our staff of talented and credentialed professionals includes Chartered Financial Analysts™, Certified Financial Planners™, Certified Trust and Financial Advisors™, attorneys, tax and estate planning experts, trust officers, and investment managers who are committed to building enduring relationships with you and all generations of your family. Legacy’s personalized approach to wealth management has produced a growing list of clients who share our passion for excellence. Together we work diligently to secure the future for their families and join efforts to build stronger communities.

Learn More About How We Can Help You Build Your Legacy