Deciding how to divide your assets among family, friends and charity at the end of life is a matter of the heart.
Deciding how to divide your assets among family, friends and charity at the end of life is a matter of the heart. A will or trust is a personal expression of giving and there are many ways that your legacy wishes can be arranged. A planned gift requires careful thought with your family and other professional advisors. These kinds of gifts can potentially offer substantial tax advantages in the areas of income, estate and capital gains taxes. In some cases, planned gifts may provide additional income for you and your named beneficiaries.
Our staff is available to work with you and your advisors in confidence and without obligation to help you explore the best method of giving to suit your unique individual circumstances.
The information on this website is not intended as legal or tax advice and is taken from sources believed to be reliable, however is not guaranteed as to completeness or accuracy. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes typically include federal taxes only; state income/estate taxes or state law may impact your results. You are encouraged to seek the advice of your financial planner, attorney, and/or tax advisor to make certain that a contemplated gift fits well into your overall circumstances and planning.