Giving options

Planned gifts

Planned gifts can benefit the Lombardi while helping you to save taxes, increase your income and pass more on to your heirs.

Did you know that...
You can receive income for life in exchange for a gift?
Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash?
Some assets can benefit you more if you give them away?
Some gifts cost nothing now, but leave a legacy later?
Some gifts allow you to pass more on to your heirs and save taxes?

Planned gifts often include:

Gifts of cash
Gifts of securities
Gifts of closely held stock
Gifts of retirement plan assets
Gifts of real estate
Gifts of life insurance

For more information on planned gifts, please contact Judy McGauran at 414.649.5463.