Why Should You Consider Planning for the Future?

At ATS Wealth Management, we understand that planning for your financial future is an essential and complex process.
It requires careful consideration of various factors – from retirement planning to estate planning – to ensure you and your family are protected now and in the years to come.
Fortunately, there are numerous options available when it comes to creating a financial legacy. Planned giving can provide significant tax savings while also impacting the causes you care about. Let’s take a look at some of the benefits of planned giving below.

Benefits of Creating a Financial Legacy

When you create a financial legacy through planned giving, you can rest assured knowing that your hard-earned assets will be allocated according to your wishes long after you’re gone. This type of gift provides much-needed support to charitable organizations Reviewed By allowing them to use their funds for specific purposes or projects. In addition, donating appreciated assets can be especially beneficial because it allows you to avoid paying taxes on capital gains from those assets.

The Impact of Planned Giving

Planned giving has profoundly impacted many non-profit organizations over the years, enabling them to serve their communities better while providing donors with peace of mind knowing they left behind something meaningful. Planned gifts have also allowed charities to develop unique programs and projects that may otherwise only have been possible with additional resources and funding.

Tax Benefits of Charitable Contributions

When planned giving is done strategically, donors can benefit from favorable tax treatment and other incentives such as deductions or credits against income taxes owed. Moreover, planned giving can help reduce the amount of estate taxes due upon death Reviewed By reducing the size of your overall estate before taxation occurs.

How to Build and Optimize an Estate Plan for Your Family

Our experienced advisors will work closely with you on all aspects of estate planning – from creating an initial plan that outlines your wishes for how assets must be distributed after death; to setting up trusts; choosing executors; filing relevant tax forms; and more.
We understand that this decision involves complex matters, so our team takes the time to fully analyze each situation while ensuring that plans are customized according to individual needs.

Working with Experienced Advisors and Legal Professionals

The right advice can make all the difference when it comes to protecting your interests in the long term. That’s why we bring together a team of experienced advisors who have extensive knowledge in their respective fields – including wealth management, taxation, law, insurance solutions, retirement planning, trust services, real estate investments, and more – so you have access to unbiased counsel on any matter pertaining to estate planning.

Customizing Your Plan According To Your Goals And Needs

Whether you want to set up trusts or prepare wills or power of attorney documents for yourself or another family member – we’ll customize a plan based on what works best for you. Our goal is to provide sound financial advice and peace of mind knowing that you have taken proactive steps toward safeguarding your legacy for generations ahead.

Monitoring And Updating Plans Regularly

As laws change or life circumstances change over time (e.g., marriage or divorce), certain modifications may be required within your existing estate plan to stay current with updated regulations or preferences. That’s why we keep track of plans regularly – so any needed updates can be handled quickly and accurately without disrupting established goals or objectives too much over time.

Strategies for Achieving Maximum Donation Impact

We understand that charitable giving is an act of generosity and commitment to the causes you care about. We are here to help you strategize and structure your donation so it can make the most significant impact on the philanthropic organizations that matter most to you.

Researching Organizations to Support with Charitable Giving

The first step in making a difference with your donations is finding the right organization or cause that aligns with your values. At ATS Wealth Management, we can help guide you through researching potential organizations and assist in making sure any non-profit organization you choose is a legitimate charity.

Structuring Donations to Maximize Tax Benefits

When donating money, financial incentives are available through tax deductions which can be taken advantage of if certain conditions are met. Our team of experienced advisors will work with you to plan out strategies for structuring donations so as to maximize tax benefits while still achieving your philanthropic goals.

Taking Advantage of Unique Gift Vehicles

In addition to cash donations, other unique gift vehicles are available that provide tax incentives while helping you make a greater impact such as securities, real estate, artwork, or collectibles which may be applicable to your situation and offer long-term benefits while supporting charitable endeavors.

The Fruits of Planned Giving

Leaving a Lasting Impact on Future Generations

Protecting and Growing Your Assets

Ensuring your Financial Future is Secured

Advantages of Working With ATS Wealth Management

Our Commitment to Holistic Investment Strategies

Leaving a Lasting Impact on Future Generations

Planned giving is an excellent way for families like yours to ensure that their legacy will be carried on long after they pass away. Our experienced advisors can help you create a plan that leaves a lasting impact on future generations while protecting and growing your assets.
Your legacy will be preserved through planned giving with ATS Wealth Management, allowing you to transfer your wealth in alignment with your values, and causes close to your heart or to establish financial security for those left behind. We advocate for responsible planning that puts family first to ensure everyone’s well-being over time.

Protecting and Growing Your Assets

We take a personalized approach when helping our clients develop their planned giving programs. Our experienced advisors are here to guide you in creating the appropriate plan for your family’s financial needs – from estate planning to asset management – so you can rest assured knowing that your loved ones will be taken care of for years to come.

Ensuring your Financial Future is Secured

It’s never too early or too late to start planning for the future – let ATS Wealth Management walk alongside you as you prepare for the next generation of family prosperity. With our expertise and guidance, you can ensure that the fruits of planned giving will blossom into a bright future for generations ahead.