Gift-giving Season is Approaching!

Posted on 10-04-2018

Now that Fall is in the air, we know that the time of year during which we give and receive gifts is just around the corner.

It’s also a good time to consider our charitable gift-giving.

There are several different strategies available for planned giving, each with its own particular advantages and disadvantages:

Outright Gift

Charitable Lead Trust

Pooled Income Fund

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Gifts of Insurance

To Learn More, Please Click Here

Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.

Please remember to tell Craig the Green Bay News Network sent you!

CMS Retirement Income Planning

Craig Siminski is a Retirement Income Planner professional with twenty two years of experience. His goal is to help ensure his clients will have enough income to maintain their dignity and independence in retirement.

Craig is committed to designing and implementing financial strategies that focus on his clients’ needs.  He seeks to be a lifetime resource for each and every client.

Give him a call at 920-569-8363 or email him at csiminski@equitydesigngroup.com and tell him the Green Bay News Network sent you!

GPS 2050 Riverside Drive, Green Bay Wisconsin, 54301 Phone 920-569-8363 Visit Website
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