Charitable and Inheritance Legacy Planning
Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning.
Whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, at Charis Legacy Partners, we partner with you in that journey. We help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan. Charis (pronounced KAIR-iss) is the Greek word used in the Bible for grace, or unmerited favor, and it connotes something given freely without expectation of anything in return; it’s the root word from which the English word charity is derived. We chose the name Charis Legacy Partners to reflect our specialized focus on serving the unique needs of clients for whom leaving a legacy of giving back is a prominent aspect of their financial goals. We live and breathe legacy planning.
Why Charis Legacy Partners?
CFP® and CFA®
The Charis Legacy
The Legacy Planning Guide to Maximizing your Giving Impact
Charitable and Inheritance Legacy Planning Services
The latest from The Legacy Builder blog
My Charitable Giving Journey
How I came to devote my life to building a legacy of charitable giving and helping others build theirs. In this...
YEAR-END TAX PLANNING
Today's blog post comes to us courtesy of Sean Mullaney over at The FI Tax Guy It’s time to think about year-end tax...
Why Annuities May Not Be Great for Legacy Planning
If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to...