Charitable Planning

Charitable gift planning can be simple a simple process. For example, you can write a check, hand over cash, transfer stock or sign a quit-claim deed to real estate directly to the charity of your choosing. On the other hand, there are more involved strategies whereby you can give and receive depending on your unique circumstances.

A regular visit with our office helps ensure that your estate plan will still work as originally designed and provides an opportunity to make any needed course corrections based on your present situation and your future estate tax planning goals.  If you have not created a comprehensive estate plan and evaluated the impact of various taxes on your estate, we encourage you to meet with us to review strategies to decrease your tax liability.