Legacy Planning & Charitable Giving
Most of us share a desire to build something that will last beyond our own lifetimes … to leave something to our families and to organizations we care about after we’re gone. Are you planning now to reduce the tax liabilities and maximize the resources you pass along? Thiesen Dueker Group as a corporate citizen is a strong believer in charitable giving. It’s an opportunity to put the fruits of our hard work to work for causes that stir our passions. We’d be honored to assist you with legacy planning and charitable giving to add years to your amazing impact on your family and on your community.
- Comprehensive Financial Planning
- Retirement & Income Planning
- Investment Portfolio (asset management and analysis)
- Tax Management strategies
- Risk Management Solutions (life, disability and long-term care insurance)
- Education Planning
- Trust & Estate Planning
- Legacy Planning & Charitable Giving
- Corporate Retirement Plan