Whether you wish to give your time, your talent or your treasure, your gifts can accelerate positive change and transform lives. At FIM Group, we hold philanthropy and giving back as core to who we are and what we do. We work with our clients to discover the power of giving.
There are, of course, practical considerations to giving away assets during your lifetime. This can be an exceedingly rewarding way to share your success and create great joy and long lasting memories for yourself and your loved ones. Our Advisers will work with you to develop a plan that suits your needs and honors your values. In addition to one on one plan development, we will steer you to appropriate resources that may assist in your personal journey of philanthropy.
As you review your estate plan and determine how your wealth will be distributed after your death, an important factor to keep in mind is how your values, priorities and life lessons might be passed on to the generations that follow.
This is a very individual process, as unique as the person creating it. As such, there are an infinite number of ways to ensure your values remain long after you are gone. Allow us to work with you and your estate planning attorney to craft the legacy plan that achieves your objectives and preserves your values.
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Traverse City, MI 49684
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1837 E. Main Street
Onalaska, WI 54650
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