Legacy Deo routinely assists attorneys, financial planners, and tax advisors whose clients are interested in creating a charitable component within their estate plan.
There are many positives to working with Legacy Deo:
- We are organized as a public charity, which provides maximum tax advantages to your client
- We accept many different types of assets that some charities cannot
- We specialize in trusts and endowments, becoming a resource for services many advisors do not include in their practice
- Our trustee services fees are often more affordable for your client than our competitors’
- We have licensed accountants and financial planners on our staff to partner with you and your client
We invite you to explore our resources for advisors. Consider signing up for our e-Newsletter as a way to stay informed about topics of interest to your practice and clients.