Tax, Philanthropy, and Wealth Planning
Charitable giving is a strategic way to align tax benefits with your philanthropic goals and long-term wealth planning. Whether you want to maximize giving while minimizing tax liabilities or create a lasting charitable legacy, we can help.
Key Benefits of Charitable Giving:
Tax Planning: Maximize tax deductions and reduce liabilities.
Philanthropic Values: Align your giving with personal or family values.
Estate Planning: Incorporate charitable giving into a comprehensive wealth plan.
Our Charitable Gift Planning Services:
Charitable Lead Trusts (CLTs): Provide ongoing charitable donations and preserve wealth for heirs by reducing estate taxes.
Charitable Remainder Trusts (CRTs): Secure an income stream for beneficiaries while supporting charities.
Donor-Advised Funds (DAFs): Get immediate tax deductions and recommend grants to charities over time.
Private Foundations: Establish a long-term charitable entity for sustained impact.
Our tax attorney specializes in helping clients design strategies that maximize tax savings while fulfilling their philanthropic missions. Whether you're looking to reduce capital gains taxes or integrate giving into your estate planning, we provide tailored solutions for all your charitable planning needs.
Contact us today to explore how charitable gift planning can benefit your family, reduce tax liabilities, and leave a lasting legacy.