The Advancement Group

Some people are worth disinheriting......
Charitable strategies can help disinherit "Uncle Sam" and "Aunt Oklahoma" and trade your tax dollars for charitable dollars while leaving more to your family!

Do you have a life insurance policy that is you and your family no longer need? Consider donating it to charity. You can receive a current tax deduction and leave a legacy!

Did you know a Will can be overridden by an IRA Beneficiary Designation when it comes to your retirement accounts? It is important to check with your advisor or custodian with every life event to ensure your beneficiary designations are up to date.