On Thursday, February 23, 2023, Christopher Aiello, Atlas’ Director of Trust and Estate Planning, shared insight and reviewed some strategies to illustrate how planning for what you would like your legacy to look like can not only help organizations you are passionate about but could also support your financial goals now and into the future.

This presentation was brought to you in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.

Topics discussed:
• Gifting Highly Appreciated Securities
• Utilizing a Donor Advised Fund
• Establishing a Charitable Lead Trust or a Charitable Remainder Trust
• Testamentary and Retirement Asset Gifts
• Utilizing Life Insurance

Host:

J. Christopher Aiello
Senior Vice President
Chief Investment Officer at Atlas