DESIGN YOUR LEGACY
Together, we can change the world through long-term, strategic charitable giving. Through legacy planning you will be able to care for your family, your family’s financial future, and ensure that your philanthropic goals are met!
PROTECT YOURSELF, PLAN FOR YOUR FAMILY, & MAKE YOUR PHILANTHROPIC GOALS POSSIBLE
The Advancement Group (TAG) has been helping people, just like you, design custom legacy plans for over 25 years! We are honored that you are taking the next steps to protect those you love through Legacy planning. A plan is very important, it is estimated that almost 70% of Americans do not have an updated will, trust or estate plan in place. We are here to help you through the process by creating a plan with you that meets your financial and philanthropic goals.
A person may work 50 years to build assets, but often only take a few hours to plan for their future and the distribution of assets. We show you that you do not need to choose between your family’s needs and philanthropic desires – you can do both!
What is most important to you?
What are some tools for transferring your family values?
These questions and more like these go unanswered in legacy planning because the focus is generally on our possessions rather than our principles!
WHY IS LEGACY GIVING IMPORTANT?
The benefits of Legacy Planning are endless. Noticeable tax advantages, control of your assets, transferring your legacy to the next generation, and the opportunity to give an impactful gift to charity are just a few reasons why Legacy Giving can benefit you, your family, and the causes you want to support.
DONOR SERVICES
WHEN IT COMES TO LEGACY GIVING… YOU HAVE OPTIONS.
Simply stated, proper legacy planning is the effective transfer of wealth to a donor’s beneficiaries in the most tax-efficient manner. However, it can seem like a daunting task and that is why we help break your questions down and provide insight that leads to clarity and confidence! Executed properly, legacy gifting can do incredible things for your children, grandchildren, other family members and the philanthropic causes you value. Start your legacy plan today and know that through specialized planning your assets and money will go where you want — rather than being left exposed to significant taxation.
The Advancement Group has a team equipped to help you in many ways. Lean on us by accessing the services below and much more!
LEGACY PLANNING
SPECIAL NEEDS TRUST PLANNING
GIVING TAX STRATEGIES
ADDITIONAL SERVICES AVAILABLE TO YOU…
Estate Planning Check-up
Guardianship Planning
Charitable Remainder Trusts
Charitable Gift Annuities
Budgeting Coaching
Risk Investment Assessment
Retirement Coaching
Debt Relief Strategies
Medicare & Social Security Transitioning
Charitable Gift Annuities
Health Insurance Gift Analysis
Life Insurance Gift Analysis
Retirement Income Plans
Advanced Directives & Living Will Planning
PLAN FOR YOUR APPOINTMENT
OUR LOCATION:
7315 S. Lewis Ave. Tulsa, OK 74136