C.A.R.E.

Plan Overview

The C.A.R.E.™ Program (Charitable Asset Repositioning Estate Plan) is an asset repositioning strategy that strives to maximize a client’s current income and tax deductions.

In this era of complex legal, estate, and tax issues the C.A.R.E.™ Program can accommodate a true win-win scenario for a client’s estate planning needs. A true comprehensive strategy built on the foundation of the best in class models for retirement income planning, tax planning, charitable giving and estate planning. All of this is accomplished by coordinating the legal, tax advisory and asset management portions of your financial life.

The C.A.R.E.™ Program enables you to implement this powerful, tax savings strategy at a fraction of the normal cost and without the need to facilitate numerous communications with multiple advisors.

We congratulate you for taking the steps not only to secure your own retirement future, but for planning thoughtfully for the ongoing wellbeing of your children, heirs, and charitable organizations of choice.