Charitable Planning
 
Charitable Planning is the key to a zero-estate tax plan, if desired. We might help you eliminate or reduce taxes while usually increasing or protecting your income. Think about deciding how to pay taxes your way – use the power of charitable tax planning to accomplish numerous tax and non-tax goals that benefit you and also the causes you cherish. You can even leave a legacy of caring for family members to carry on.

We use charitable trusts, charitable organizations, and charitable gift and tax planning to efficiently transfer wealth for social good, to reduce your taxes, and to efficiently transfer wealth to your family in a means that is in tune with your personal goals and desires.