Many wealthy clients want to significantly better the world. We can help you create a family legacy. It is possible to achieve a significant bequest at very little cost to your heirs.
Clients often think that giving to charity means their children get less, but this does not have to be true when clients have significant tax to pay in their estates. Markewich Financial has helped clients create private foundations, charitable remainder trusts and specially designed insurance and annuity plans to multiply family gifts.
We can provide very simple and workable ideas that will make sense to you.
Markewich Financial does not promote charitable tax shelters. These buy low-donate high schemes are being challenged by the Canada Revenue Agency and quite often do not work.