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CPP Members Only: Charitable Giving

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Date/Time
Date(s) - 22 May 2012
6:00 PM - 7:00 PM

Location
David J. Harowitz, P.C.

Category(ies)


Leaving a gift to a charity is not only personally satisfying, it is tax efficient!  This month we will highlight a certain local charity by discussing their planned giving options and how planning giving can be used to reduce or eliminate your estate tax.  This event is limited to Client Protection Plan members and guests.

 

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Testimonials

The fact that the Bradford family has had a long standing relationship of 18 years with David Harowitz says it all. David listens and then delivers what we either want or need (since we are not attorneys ourselves)!

Barbara B. E.

Francisco reached out to me and this made a huge difference right from the start. Office staff experienced, knowledgeable and helpful. Ability to blend the prior planning into the updated document - superb. Francisco’s thoughtful and time spent remarkable!

Mark Rubin

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