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.

Contact Us For More Information