Tax Planning & Charitable Giving

Estate and gift tax exemption amounts have significantly increased in recent years, reducing the number of individuals and families who are faced with estate and gift taxes in transferring their assets to others. However, proper planning remains vitally important for clients who require that their wishes are followed in the most tax-efficient manner. Those clients who desire to make charitable gifts, either during their lifetime or following their death, appreciate knowing the many options that exist to achieve their goals beyond simply writing a check to their favorite organizations.