Estate, Tax and Philanthropic Planning

Estate, Tax and Philanthropic Planning

The first step in philanthropic giving is deciding what is important to you. Have you thought of what you want your legacy to be? Are there causes, charities or organizations that have touched your life in a meaningful way? Do you worry about the next generation and want to make sure your kids and grandkids are in good hands for years to come? The next step is deciding When to give, What to give and How to give.

We understand the process and complexities this entails and can help incorporate your philanthropic goals into your estate planning strategy. During the wealth planning process, our extensive team of tax experts and estate planning attorneys can provide clarity on the most tax efficient ways to pass along charitable gifts or assets in your will or trust.

Regardless of why or how you choose to give, our team is here to offer financial confidence to you and your loved ones.