- You can make a gift that costs you nothing during your lifetime.
- You can make a gift that leaves your cash flow and current financial planning unchanged.
- You don’t have to use cash to make your gift; you can make your gift with appreciated securities instead.
You can contact us directly for more information about how we can help you with your estate planning. You can either email Rudy Socha at firstname.lastname@example.org or call ph 440-452-1042.