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At My Jewish Legacy, our Planned Giving Specialist will work with you and your financial advisors on your personalized gift planning strategy. We encourage you to consult with your professional advisor and family when you are considering a Planned Gift to My Jewish Legacy.

Business succession planning seeks to manage issues around setting up a smooth transition between you and the next generation. Succession planning can be especially complicated because of the relationships and emotions involved – and because most people are not comfortable discussing topics such as aging, death, and their financial affairs. Our succession planning lawyers are adept at dealing with these issues and can help you put in place the optimal succession plan for your family business.

My Jewish Legacy has enlisted the professional legal expertise of Yosef Adler at Minden Gross LLP who can provide you with expert advice and guidance in all aspects of tax, estate, trust, probate, planned giving, personal, and estate planning.

We look forward to speaking with you soon!

Together we can insure a vibrant and dynamic Jewish future.