Legacy Wealth

How can you maximize the impact of your charitable donations?

  • Support in planning your legacy

  • Provide security for those you care about

  • Ensure your affairs are in order

  • Advise on tax and estate planning

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fred and Donna share how The Evans Team was able to help them realize their wish of giving back to their community in a meaningful and tax effective way. By establishing a Charitable Foundation, they enjoyed the satisfaction of helping those causes most important to them with a lasting and enduring legacy.