Many people have grown their
estate to the level that it will provide a lifetime income and
security for their family and heirs. Some of these people will
take advantage of this situation by leaving money to a charity or
by establishing a legacy in their family’s name. This planning can
be for a particular charity, scholarship, medical building or many
other causes. Ted Turner has pledged to give away $100 million
dollars a year for 10 years ($1 Billion) to the United Nations.
Bill Gates has pledged to give away his entire estate during his
lifetime. You do not have to have this enormous wealth to make a
significant impact for most charities.
The most important elements of this planning is the interest
and the resources. We can help you leverage a modest gift into a
significant bequest. There are tremendous tax advantages to
gifting both during your life and at your death. This is perhaps
the most rewarding planning that is done by our clients and our
practice.
You choose the charity or the cause and we can help you save
taxes and make a significant contribution that will remain as your
legacy.
