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Charitable Giving

Among the many benefits of thoughtful estate planning is the opportunity to not only enhance the lives of your children, grandchildren, or other loved ones, but also to give back to the community and/or advance charities or causes of whatever kind may be important to you.  Often, we are inspired by the spirit of generosity and concern for others that our clients show, and we take special pride in helping them make a difference.

You should be aware that the law contains numerous provisions which support and encourage charitable giving and philanthropy.  While the legal provisions themselves are sometimes complicated and must be followed carefully, a range of powerful options are available for such gifts.  In many cases, these options can help you leverage the effectiveness of your generosity, and often provide a corresponding tax or other benefit to you in return as well.

If you have the desire to include charitable or philanthropic elements in your estate planning, please contact us.  We would be very happy to discuss how we can help you achieve those goals.

Estate Planning


Our Approach to Estate Planning

Wills / Basic Planning

Advanced Estate Planning

Trusts

Asset Protection

Estate & Gift Tax Planning

Business or Farm Succession

Special Needs Planning

Charitable Giving

Probate and Trust Settlement


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