Becoming A Franciscan

Donations of appreciated assets provide favorable tax treatment without incurring a capital gains tax upon the sale of the asset.

Who We Are?

If you are required to distribute earnings from your IRA or 401K, you can minimize the income taxes for these required minimum distributions.

Discern With A Friar

A bequest is the act of giving assets such as stocks, bonds, jewelry, and cash, through the provisions of a will or an estate plan.