Philanthropy

Once we've established a wealth strategy for you and your family, we can assist you in your commitment to philanthropy.

Weston Wealth Strategies can help you reduce taxes and reallocate your assets to fund vehicles for charitable giving. These vehicles and related techniques help maximize your contributions, while minimizing the impact on your cash flow and your personal legacy to your family.

The variety of vehicles for charitable giving can be bewildering and we can provide guidance or referrals to the appropriate specialists regarding:

Charitable lead trusts
Charitable remainder trusts
Net income unitrusts
Flip unitrusts
Charitable gift annuities
Donor-advised funds
Community endowments
Private foundations

[ back to top ] [ wealth management home ] [ browse for related articles ] [ search for articles ]

Copyright © 2005-2008 Weston Wealth Strategies, LLC · 1465 Post Road East, Westport, CT 06880 · (203) 319-9876
Securities offered through Investors Capital Corporation · (800) 462-4610 · Member FINRA / SIPC
Advisory Services offered through Investors Capital Advisory · (800) 949-1422 · 230 Broadway, Lynnfield, MA 01940
Jonathan E. Brochstein is appointed and licensed to sell insurance in AZ, CT, NY, CA, FL, ME, MA, OH, RI & SC
Jonathan E. Brochstein holds FINRA Series 6, Series 63 and Series 65 licenses and is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC.
Jonathan E. Brochstein is an investor advisor representative with Investors Capital Advisory in CT and NY.
Questions or comments about this site? Contact webmaster@westonwealth.com

$Date: 2009-01-08 13:41:34 -0500 (Thu, 08 Jan 2009) $ - $Revision: 162 $