Anyone can put CCP in their will without depriving family – a simple codicil is all it takes, and we will gladly give you an example to share with your advisor.
You may also want to explore tax-advantaged ways to give with appreciated securities or real estate. There are IRS-approved plans that can reduce your taxes, provide you with a life income, or even help in transferring wealth to family or friends.
Without obligation, simply Contact Us, and let us know if you would like to know more.
