Gifting Options

Charitable Bequests – Planned Giving:

Do you want to benefit a charitable organization or cause? Your estate plan can provide for such organizations in a variety of ways during your lifetime or at your death. Depending on how the planned giving is set up, it may also provide a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes.

A well-crafted estate plan should provide for your loved ones in an effective and efficient manner by avoiding guardianship during your lifetime, probate at death, estate taxes and unnecessary delays. You should consult a qualified estate-planning attorney to review your family and financial situation and goals and explain the various options available to you.   Once your estate plan is in place, you will have peace of mind knowing that you have provided for yourself and your family in the worst of scenarios.

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