InKnowVision takes the approach that every high net worth client and their advisors should know about charitable planning and its impact on estate planning, advanced tax planning and personal planning goals.
Not every high net worth client has charitable intent, at least not in the beginning. Although through education we can change that. When clients can see how to maximize opportunities while minimizing dangers with advanced estate planning, the results speak for themselves.
- To inspire and educate advisors, helping them make philanthropic planning with their clients an integral part of their practice
- To create a unique network of support through collegial relationships among an intentionally diverse spectrum of professionals attracted to membership in our organization
- To promote the highest ethical standards in philanthropic planning
Isn’t it about time you helped positively impact the life of your clients and their families through charitable planning?
Hope to see you next year.
Filed under: Advanced Estate Planning, charitable planning, Estate Planning for Art, gifting, philanthropy Tagged: | Advanced Estate Planning, Advisors In Philanthropy, charitable planning, philanthropy