Charitable Planning
Many of our clients feel like they have been very fortunate in life and have a desire to share that good fortune with others in the community. The income and estate tax benefits of charitable gifts or bequests can be huge, often resulting in only a fractional give up from the family to provide meaningful gifts to qualified charities of your choice. The strategies range from something as simple as a qualified distribution from your IRA, to a Charitable Lead Annuity Trust (CLAT). We help determine the design to allow you to achieve the vision you have in mind for your family’s charitable goals.