Charitable Giving

Beckett Financial Group is a proud advisor affiliated with the non-profit charitable giving organization, LegacyTree Foundation (LTF).  A LegacyPlan* involves a simple transfer of an asset (such as real estate, securities, annuities, savings bonds, etc.) to LTF in exchange for an immediate or deferred tax favored income for life or a set number of years.

Because LTF is a non-profit organization, there are tax benefits that are included with a LegacyPlan that include an income tax deduction, plus capital gain and estate tax reduction.

Planned Giving

The advisors of Beckett Financial Group are experienced in helping individuals, companies, organizations, and foundations with their planned giving programs and offer products tailored to the person's or group's specifications and needs.