We will help your benefactors create an estate plan that will
minimize taxes and assist in the transfer of assets to your
organization. Strategies include:
Estate tax planning that takes into consideration the
complex and ever-changing
laws governing inheritance and estate transfers.
Establishing charitable trusts to protect and manage assets
for your organization.
Holding estate planning seminars to assist your organization
in educating current
and potential donors as to the most tax-advantaged way to
distribute their estate, while providing a gift to your
organization.
