One way to establish a legacy to is give to a charity at the time of your death. Including charitable giving into your estate plan, is a great way to leave a lasting impact on a favorite charity and minimize estate taxes.
Charitable Trusts and split-interest trusts are a great way to give back through estate planning. A split-interest trust funds a trust in a chosen charity's name. This allows for a tax deduction and it provides the donors with the ability to control the assets in the trust that are passed to the charity at the time of the grantor's death.
If you want to add charitable planning into your estate plan contact us today!