Charitable Legacy Planning→

Your Future, Your Family, Their Future

CHARITABLE LEGACY PLANNING

Whether you wish to give to charitable causes that have meaning for you or your family during your lifetime or arrange for them to be made after your death, requires careful thought and planning. In our practice, we develop multiple ways to generously share your wealth with charitable organizations in a way that benefits you and your family.

Planned charitable giving can produce substantial tax, social and civic benefits for the family.

Whether you’re primarily interested in the tax benefits to be obtained from charitable giving or want to share practical lessons about scarcity and the fragility of success with your children, we can help you develop a charitable giving program that is right for you.

The timing of charitable gifts is based on both personal and financial objectives. Different gift values made at different times can produce different income and/or estate tax deductions. We’ll provide you with clear and understandable explanations of the complex web of tax laws relating to charitable giving, so you can see how the techniques we devise will allow you to attain your goals.