CHARITABLE PLANNING
Many of our clients utilize charitable giving techniques for a variety of purposes such as estate planning, financial planning, and to serve philanthropic needs. Our team will design a charitable giving plan that will address the goals and needs of each individual client.
We often utilize Charitable Remainder Trusts to minimize the impact of capital gains taxes by exchanging low-basis property for a lifetime income stream for our clients during their lifetimes and a charitable gift upon death. Charitable Lead trusts are another vehicle that may be used to minimize estate taxes, and we may also work with our more affluent clients to create Support Organizations and Private Foundations.