Charitable Gift Planning


If giving back is part of building your legacy, we can help you. As your family lawyer, we can design a gifting strategy as part of your estate plan to continue to support the causes and passions you championed during your lifetime. We can also help you explore ways in which your other financial goals can be combined with lifetime charitable gift planning to minimize estate tax and to provide you with income tax benefits now.

A well-crafted charitable gifting strategy can be a very gratifying part of your estate plan, knowing that resources will go to efforts that are close to your heart.

Our goal is to ensure that the causes you believe in continue to enjoy your support.

Disclaimers: This material is for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. Use of and access to this material does not create an attorney-client relationship. The opinions expressed here are the opinions of the individual author and may not reflect the opinion of the firm or any other individual attorney. Any tax advice contained in this communication is not intended to be sided, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties.