Advanced tax planning

Support causes you care about, and your family.

Charitable planning can reduce estate and income taxes while supporting the causes that matter to you. A charitable remainder trust can pay you income for life, then benefit charity. A charitable lead trust benefits charity first, then passes what remains to your family.

Call (844) 544-PLAN to schedule

The short answer

Gifts to charity are free of estate tax. Charitable trusts let you combine a charitable gift with income for you or an inheritance for your family.

Do this first

✓List the charities you want to support

✓Identify appreciated assets you might sell

✓Decide whether income for you or an inheritance for family matters more

Why it matters

What it does, compared with doing nothing

Selling appreciated assets

Without a plan

Capital gains tax is due on the sale.

With the Charitable Trusts

A charitable remainder trust can sell without immediate capital gains tax.

Leaving charity a gift in your will

Without a plan

It helps charity but provides nothing during life.

With the Charitable Trusts

A trust can pay you income now and benefit charity later.

Estate tax

Without a plan

Assets above the exemption are taxed at 40 percent.

With the Charitable Trusts

Charitable gifts reduce the taxable estate.

How it works

How it works, step by step

Charitable remainder trust

Pays you or your family income for life or a term, then the remainder goes to charity.

Charitable lead trust

Pays charity for a term, then passes the remainder to your family, often with reduced gift or estate tax.

Income tax deduction

You may receive a deduction for the charitable portion.

Appreciated assets

Stock or property can be contributed and sold inside the trust.

Donor-advised fund coordination

We coordinate with any fund you already use.

Legacy instructions

Your charitable wishes, written clearly.

Custom plans, flat fees

Advanced planning without the hourly bill.

Every advanced tax plan is custom, built around your assets, your family, and your goals, so the investment is quoted separately after we review your estate.

01Some firms bill tens of thousands, even hundreds of thousands, of dollars in hourly fees for this kind of work.

02We do these plans for a flat rate, quoted in writing before any work begins.

03No meter running on phone calls, emails, or revisions. You know the number up front.

Questions

Common questions

Every family is different. A 15-minute call with a licensed attorney answers the rest.

Estate tax planningBack to: A Larger Estate→

Can I be trustee of my charitable trust?

Often, yes, with care. We will explain the rules.

Which charities can benefit?

Qualified charitable organizations. We confirm each one.

Can my children still inherit?

Yes. A lead trust passes the remainder to family, and a remainder trust can be paired with life insurance to replace the gift.

Is this only for very large estates?

No. A charitable remainder trust can make sense for anyone with a large appreciated asset they want to sell.

Ask whether Charitable Trusts fits your family.

In 15 minutes, a licensed attorney will tell you what your family needs and quote the flat fee in writing.

Call to schedule