Our Vetted Strategy
We tested our ideas by meeting one-on-one with over 50 estate planning attorneys and accountants. They were asked to challenge the concept. Were there holes in the strategy? What were the drawbacks? The distillation of this experience has resulted in G.I.V.E.
We also spoke to charities. Many were familiar with the components of the strategies, and some maintain lists of attorneys, accountants and other professionals who specialize in charitable strategies. We discovered no one had an offering quite like G.I.V.E.