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At Santori and Peters, we feel we have a responsibility to give back to the communities in which we live, work, and play. Not only do we advise clients on ways to make an impact through charitable giving, we create our own legacies. Let us help you with your financial goals and investment strategies. Schedule your consultation today: ?? (412) 373-6904 ?? [email protected] #CharitableGiving #InvestmentStrategies #LegacyBuilding #WealthManagement #EstatePlanning

How can you protect your hard-earned assets? Trusts are a great way to tuck money aside for different purposes, like setting up your kids for the future, dictating the distribution of your assets, and leaving a charitable legacy. But don’t be hasty – consult a wealth manager first to decide which type of trust structure will be best, depending on your goals and intentions. An irrevocable trust is…well, irrevocable! Once your funds are allocated, they can be difficult to access for your personal use or other objectives. So make sure you don’t put away more than you can afford to! #WealthManagement #Entrepreneur #Entrepreneurship #Trust #AssetProtection https://hubs.la/Q02x4Yqb0

Before diving into estate planning, it’s crucial to set some clear goals regarding the legacy you want to create. Start by considering your overall plan. Are you aiming to minimize taxes, preserve wealth, ensure that certain assets stay in the family, or perhaps support charitable causes? When crafting your goals, think about who should inherit portions of your estate, how much they should receive, the distribution method, and the timing of the bequests. Professional guidance can be invaluable in achieving your goals, learn more in our article: https://hubs.ly/Q02lwXVD0 #EstatePlanning #GoalSetting #WealthManagement

At Santori and Peters, we feel we have a responsibility to give back to the communities in which we live, work, and play. Not only do we advise clients on ways to make an impact through charitable giving, we create our own legacies. Let us help you with your financial goals and investment strategies. Schedule your consultation today: ?? (412) 373-6904 ?? [email protected] #CharitableGiving #InvestmentStrategies #LegacyBuilding #WealthManagement #EstatePlanning

Legacy planning goes beyond managing your finances; it's about leaving a meaningful impact that resonates for generations. Whether it's securing your family's future, supporting charitable causes close to your heart, or imparting your values and wisdom, your legacy is a powerful testament to your life's journey. Start building your legacy now. Connect with our team at Rowe Wealth Management of Raymond James to create a comprehensive plan that aligns with your goals and help ensure your legacy lives on. #LegacyPlanning #EstatePlanning #WealthManagement

Passion + Profit + Purpose? Rem Reynolds of Premier Live dives deep into aligning your passion with either financial goals or a charitable cause. Find out which path is right for YOU! #findyourpath #careerorgoals #purpose #passion

Blend your passion for making a difference with savvy financial strategy. Charitable giving isn't just good for the soul; it's smart for your finances too. Let’s explore the rewarding path of philanthropy together. #PhilanthropyAndFinance #MakeADifference #FishAndAssociates #financialplanning #futureplanning https://lnkd.in/eqGxQKNC

Blend your passion for making a difference with savvy financial strategy. Charitable giving isn't just good for the soul; it's smart for your finances too. Let’s explore the rewarding path of philanthropy together. #PhilanthropyAndFinance #MakeADifference #FishAndAssociates #financialplanning #futureplanning https://lnkd.in/e_AGTZcM

Funny Friday! Did you know you can create tax-deductions and reap income from charitable plans? Learn how to do well for yourself by doing good for others when you Power Your Philanthropy? . . . #funnyfriday #inflation #money #economy #financialfreedom #poweryourphilanthropy #powersfg

Professional advisors know that giving gifts of stock can be an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can also help your business owner client achieve charitable goals and avoid estate tax. Read more on our blog: https://lnkd.in/gCpZm_Bw