CHARITABLE PLANNING

Charitable giving is incorporated into estate planning in several ways. The simplest form of charitable planning is including charitable organizations into the dispositive provisions of your trust or will. Charitable planning becomes more complicated when a client wishes to use charitable giving to avoid estate taxation. There are several different charitable trusts and trust provisions that can be employed to accomplish legitimate tax avoidance. If you are interested in charitable gifting at your death and/or feel that charitable gifting is how you would prefer to limit the value of your estate for estate tax purposes, feel free to contact us to discuss your options.