Trevor Shaw
My focus is on creating relationships and client solutions that…
Life insurance proceeds can help support a charity’s ongoing activities, advance its capital-intensive projects and create a legacy for you and your family. Life insurance gifts allow you to make a relatively large donation on death in comparison to the insurance costs, and you’ll benefit from tax credits/deductions available to donors.
Read more here: Using Life Insurance for Charitable Giving
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Trevor Shaw
My focus is on creating relationships and client solutions that stand the test of time. I believe that great decisions require thoughtful analysis, and I use my financial experience to help simplify our clients’ decisions down to their most essential parts.