Physician Charitable Giving

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Going beyond the avoidance of estate taxes and probate, you may also need to develop a family legacy plan or a charitable giving strategy. We help you process the issues that surround such decisions as: how much is enough for my heirs to inherit, and when do I consider the creation of a charitable trust or family foundation?

We help you determine the best course of action for you and your heirs. Analytical reports are provided to help you understand the financial impact of each concept. Contact Us

For other resources, go to physician contract review and negotiation.

9850 Nicholas Street, Suite 305 l Omaha, NE 68114 l 402.343.9474 l 877.744.9474 l 402.391.0608 fax

Securities offered through ValMark Securities, Inc. (Member FINRA, SIPC), 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 800-765-5201. Advisory services offered through Nabity Business Advisors, a Registered Investment Advisor. Physician Advisors, LLC and Nabity Business Advisors are separate entities from ValMark Securities, Inc. Our advisors may conduct business only with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information might be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Please see our Privacy Policy on how we use and handle your personal information.

Physician Charitable Giving

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