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Legacy Planning and Charitable Giving

Planning your legacy involves far more than financial considerations. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.

Charitable Giving is one aspect of legacy planning that many individuals and families embrace. It can also provide tax benefits for you and your heirs. We conduct a full assessment of short- and long-term tax and estate planning implications to help you pursue your specific objectives.

Contact The Pinnacle Financial Group

At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We will carefully explain your options and the different strategies available to you so that you can make the right decisions for you and your loved ones.

To schedule a free initial consultation, call our offices at 516-763-9700 or complete the form provided below.

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For a Free First Time Consultation
and Portfolio Review

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For a Free First Time Consultation
and Portfolio Review

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Pinnacle Group

9 South Long Beach Road
Rockville Centre, NY 11570

 

516.763.9700
Fax: 516.763.9706

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