Planning Your Legacy

In this episode of Planning Your Legacy, gifting your assets to others can be a valuable tool in estate planning.

Gifting can help you reduce your taxable estate and avoid the probate process. 

You can donate appreciated property like stocks, bonds, and other securities while receiving a charitable deduction for the total market value of that asset. Along with that, you won’t pay any capital gains tax in the transfer .

Anyone can set up gift planning as part of their estate plan and when you do, you're helping Mt. Carmel better the lives of thousands of veterans, military and their families!

Get your planned giving questions answered.

Contact Dana Rocha, Director of Development and Fundraising

By phone:  719-309-4774
By e-mail:  drocha@mtcarmelcenter.org

 

Download Your FREE Planned Giving Guide

 

 

The Veterans Voice presented by USAA is a service of Mt. Carmel Veterans Service Center, produced in the OPTUM Podcast Studio, distributed via the Medicare Mentors Veterans Voice Podcast Channel, powered by Technology Partner, Colorado Computer Support and made possible in part by Supporting Partner, The WireNut Home Services.