HomeServicesAbout UsContact UsArticles & EventsMy Blog

Our Process
Trusts
Wealth Protection Planning Tools
Estate Tax Planning
Charitable Planning
Trust Administration

Charitable Planning

Many of our clients have long supported favorite charities. Many opportunities exist for charitable giving during life and at death which also can provide substantial tax savings for the donor. Some of these include:

• Charitable Remainder Trusts
• Charitable Gift Annuities
• Family Foundations
• Retirement plan charitable beneficiary designations

 
Links Legal waivers Satisfied Clients Dissatisfied Clients Copyright Index FAQ