Whether you are making charitable contributions or helping your family and friends via planned giving, a well-planned wealth transfer strategy can ensure that your legacy matches your values and vision.
Put your money where your values are
A well-defined and carefully structured charitable giving plan will help ensure your philanthropic goals are met.
Don’t be intimated
Proper planning can accommodate issues of liquidity and timing of events.
The time to plan is now
Don’t let your legacy fade by waiting too late to put a proper plan in place.
A good plan can and will be able to be adjusted periodically to allow for shifting priorities.
People’s United Advisors
We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.
Read People’s United Advisors white paper, “Legacy Planning: How Does One Achieve That Lofty Goal?”, which discusses how legacy planning is only one dimension of looking at your goals, but it’s a unique exercise in many ways.