In their working years, David and Jenny had their own business – David was an investment advisor and Estate Planner.  Helping clients create “Passions in Perpetuity” by preserving individual wealth for their family PLUS creating a new asset base for the charity they love.  Creative planning can offset your FINAL and largest tax bill.  Tax benefits can be leveraged to maximize your inheritance to your loved ones plus gift to your favorite charity which can greatly decreasing that final tax bill.