Charitable Planning in Indiana

Serving Clients & Their Families throughout Greencastle and Mooresville, Indiana and the Surrounding Towns and Counties


We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner. 

This has been a very general overview of a very complex subject matter. If there are causes or organizations you would like to support, while also maximizing your tax-saving strategies, please contact us to explore your options.

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