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Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
Drawn to a more frequent publication? Subscribe to our Weekly Market Report, a short emailed piece containing news of interest and updates on the financial markets.

Charitable Giving

A carefully constructed charitable giving plan makes it possible to support the causes most important to you and leave a legacy for your heirs—all while obtaining significant income tax savings during your lifetime without affecting your income flow or your lifestyle.

At Partners Wealth Management, we use four key strategies to create a customized charitable giving plan designed to meet your needs:

1.        Lifestyle Portfolio: We define a portfolio required to fund your lifestyle now and in years to come based upon a conservative asset allocation.*

2.        Legacy Portfolio: We place additional assets into a separate portfolio until the timing of the transfer to charity is appropriate based on income tax opportunities or the needs of your designated charity. These assets are still owned by you, but are invested based on the same asset allocation as that of your charitable portfolio.

3.        Charitable Portfolio: Based on income tax opportunities, the needs of your designated charity, or the death of the last spouse, we will transfer gifts of assets into your charitable portfolio.

4.        Incentive Trust: To fund incentives for your heirs according to your wishes, we will define a portfolio based on a conservative asset allocation to transfer assets to these heirs at the appropriate time.

* Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

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