About

INHERITANCE SOLUTIONS

Inheritance Solutions is a dedicated firm specializing in providing tailored solutions for pastors, churches, and their members. Our primary focus is on assisting with funeral pre-planning and offering expert guidance on charitable gift planning, ensuring that our clients can navigate these important financial matters with confidence and peace of mind.

In addition, Inheritance Solutions understands the importance of estate planning for church leaders and members. Our organization specializes in guiding individuals through the estate planning process, ensuring the settlement of estates and the secure management of retirement accounts. As an incentive, church leaders can benefit from a referral fee on any funds moved through our services.

OUR STRATEGY

Finding The Best Gift For You

Deciding on the right gift for your charity can be difficult. It’s vital to think about your most important personal and family goal. This could range from maximizing tax benefits, and producing income, to preserving assets for your heirs.

We’ve developed a tool that can help…

Giving Through Your Estate

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the institution you choose in ways that may not be possible through lifetime gifts. Giving through your estate plan generates a charitable estate tax deduction and substantial tax savings.

Giving and Generating Income

A charitable gift annuity is just one way to make a gift and receive income for yourself and others. It also entitles you to a current income deduction for a portion of the assets given to fund the gift annuity. Below are the gifts described in more detail allowing you to give while generating income for yourself and your family.

Giving and Tax Benefits

Great tax benefits exist for those who give. Make a substantial gift to the institution of your choosing in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Schedule your complimentary consultation today here.