Estate Planning & Charitable Giving

Estate Planning

HWC Financial can help you negotiate a broad range of issues, meet the special needs of individual family members, and transfer assets to your family and your chosen charities. We use strategies designed to minimize the impact of taxes and market risks in the near and long-term. We can help you address a broad range of issues with:
  • Tax Minimization Strategies
  • Maximizing Assets passed along to heirs and charities
  • Living Wills
  • Trusts
  • Gifting Strategies
  • Life Insurance and Trust Strategies

Charitable Giving

A strategic approach to philanthropy allows you to support causes you care about while reducing taxes and executing your overall estate plan. Working closely with your other professionals, we will help you select and implement the charitable giving strategies that best meet your needs. Whether you wish to donate funds, real estate or complex assets, we can help to optimize the benefits to the organizations of your choice—and on your estate.