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If you are charitably inclined and looking to create a legacy for you and your family, Advocacy Trust can help guide you through this process. Specifically, we can help you design and implement a philanthropic strategy that allows you to focus on what is important to you. Leveraging a range of philanthropic vehicles including donor-advised funds, charitable trusts and private foundations, you and your family can make your philanthropic vision a reality.

 

Through these strategies, we can assist by:

 

  1. Saving your heir’s estate and gift taxes;
  2. Providing you asset protection from creditors;
  3. Avoiding capital gains taxes on contributed assets; and
  4. Creating on-going tax deductions.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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