Charitable Planning

We can Help You Build a Lasting Legacy with Charitable Planning

Giving some (or even all) of your assets to a charity that is important to you once you have passed is a very generous option that many people consider. Today, charitable planning is becoming a very popular way to give back to the community, while getting some excellent tax benefits for you and your loved ones in the process.

Using a charitable trust is an excellent way to donate money or property to charities. Our legal team will work directly with you to determine what type of charitable trust is the most suitable based on your specific objectives. We can help you to define how long the charitable trust should remain open, for example. In addition, we can work with you to determine whether or not your loved ones should be involved in the trust along with your church, synagogue, alma mater or other charity of choice.

Current tax codes give exceptional tax benefits for most types of charitable giving. Using our charitable planning services can help you to maximize these benefits to help reduce the overall tax burden while also allowing for more of your assets to go to your favorite charity.

Giving to charity is an important part of many people’s estate planning. To add charitable planning to your estate plan, please contact us
today by calling or emailing us.