YOUR MOST VALUABLE ASSET ISN’T ON YOUR BALANCE SHEET
Your most valuable assets are most likely your loved ones. Preparing the next generation to successfully follow in your footsteps involves a lifetime of work. One important dimension of that preparation is creating a current will or trust that transfers your estate to your family with a minimum of heartache and tax. Even more important is for your legacy to include the values you live by.
Click here to access a wealth of information and receive assistance to develop an estate plan that reflects your values and goals, and also tax efficient current giving strategies.
DID YOU KNOW YOU COULD DONATE YOUR STOCKS DIRECTLY TO THE VALLEY FOOD BANK?
The benefits of donating appreciated securities (either stocks or mutual funds) are tremendous. You can avoid paying capital gain tax on the appreciation, and you can also claim a tax deduction for the full fair market value of the security at the time of gift. This is a great way to leverage your gift in support of the food bank.
THE ADVANTAGES FOR DONATING REAL ESTATE ARE SUBSTANTIAL
Property donors can avoid the hassles and headaches associated with selling real estate and can receive a tax deductible receipt for their property.
Other benefits include: