Charitable Planning
Charitable planning allows our clients to plan gifts to those special charities that mean the most to them. Our team can help clients with simple contributions, private foundations, charitable remainder trusts, and charitable lead trusts, each providing unique advantages for both the client and the recipient. We thoroughly explore the philanthropic goals of our clients, whether they want to make an immediate impact or leave a legacy that supports causes for generations to come. In particular, charitable remainder and lead trusts allow clients to balance the interests of their loved ones and charitable beneficiaries, offering both flexibility and long-term financial security. Our team advises clients on the significant tax benefits of different planning approaches in the charitable space, ensuring that their generosity not only has a meaningful impact on the charities they care about but also maximizes the available savings from a tax perspective. By structuring these gifts wisely, clients can minimize estate taxes, capital gains, and income taxes, while enhancing their philanthropic goals.