Castlepoint Wealth Advisors的动态

Unlocking the Power of Trusts: Secure Your Assets Today Discover how trusts can protect your assets and ensure your wishes are met. From estate planning to charitable giving, find out why trusts might be the strategic choice for your financial future. Let’s secure what’s yours! #Trusts #AssetProtection #EstatePlanning #FinancialSecurity #TaxBenefits #CharitableGiving #WealthManagement #TrustFund #SuccessionPlanning #LuxuryAssets

?? Future planning is crucial. Think about the legacy you want to leave. Consider setting up trusts or making charitable contributions to ensure your wealth has a lasting impact. #WomensWealthWednesday #LegacyBuilding #SheWins

?? Future planning is crucial. Think about the legacy you want to leave. Consider setting up trusts or making charitable contributions to ensure your wealth has a lasting impact. #WomensWealthWednesday #LegacyBuilding #SheWins

Charitable giving is an integral part of many high-net-worth (HNW) individuals' financial strategy, not only as a means of helping others but also for the numerous benefits it offers to the giver. Here, we delve into ten benefits that underscore the importance of charitable giving for these affluent individuals. https://lnkd.in/gC7q75aG #FinancialAdvisor #LasVegas

Beyond disposing of assets, estate planning is also about passing on what matters most–your morals and values. Explore how you can use proper planning to ensure your beliefs shape end-of-life decisions, funeral arrangements, and even charitable giving. https://bit.ly/3znv5bO

Passionate about giving back? Let's explore your options, from establishing a private foundation to including charitable gifts in your estate plan. #marquezprivatewealthmanagement #michellemarquez #financialadvisor #financialplanning #wealthmanagement #smartinvesting #financialliteracy #businesswealth #businessowners #legacyplanning #multigenerationalwealth #financetips #succesmindset

We get asked this often and the answer is that it varies from fund to fund. Swipe to see some classic examples of fund allocation.? If you want support with your charitable trust, our team are on hand to help.? #CharitableTrust

Legacy planning services help you plan so that your assets can be passed on for future generations. We take into account your wishes to accurately strategize a plan for your estate, trusts, and charitable giving strategies. Legacy planning provides you with the information you need to leave behind a lasting impact for your loved ones. #guardianfinancialmanagement #climbthemountainwithgfm #financiallegacy

Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable organizations.? #letsmakeaplan #taxplanning #donoradvisedfunds #wealthmanagement

Curious about reducing Inheritance Tax? Our latest blog, written by our Private Client Consultant Solicitor, Judith Derbyshire covers effective strategies, from annual exemptions to charitable donations. Discover how to protect your estate and maximise benefits legally. Don’t let IHT take more than it should. https://lnkd.in/eGr2tPvr #EstatePlanning #InheritanceTax #TaxTips