CHARITABLE TRUSTS

Charitable giving can be one of the most satisfying experiences we as people ever encounter. Come in and talk to us about your charitable giving plans and how we can help you achieve those goals.

Many of us live lives that have been driven by values that are of great importance to us. These values are exemplified by the organizations, and institutions, which have helped to shape us and which we in turn have helped to shape.

I can, and I'm sure you can think of many in your own life, the many schools we have attended, service organizations we have been members of and our spiritual or faith based communities.

I know for certain that I want these organizations and institutions to continue to thrive and grow long after I'm gone. You may feel the same way about your church, temple, college, local arts, children's program, and others. That is where planned giving as a part of estate planning comes in.

There are numerous ways that you can influence their direction, the direction of your family, and ultimately the direction of your community. Using these techniques to assert your influence is what is meant by legacy building.

You can give during life to charity and then have the property that was giving come back to your family or you can have an income during life and then have the property go to your cause.

We can use insurance products to leverage our charitable dollars by breath taking amounts. We can use insurance to give while we live so that we to can enjoy the fruits of our efforts.

Parents and Grand Parents, aunts and uncles, brothers and sisters are often very concerned about the world that they will be leaving to their children, neices and nephews and brothers and sisters. This issue is almost as important as leaving those children and grandchildren financially secure, perhaps even more so.

74% of charitable giving in this country comes from individuals only 4.3% comes from Corporate America.

PRACTICE AREAS

SENIORS AND THE LAW | You as a senior have many rights and with those rights, protections. You need to know what your rights are and you need to how and when to assert them. We can help you.

ESTATE PLANNING | Your successor Trustee wants to complete the process as quickly as possible, while minimizing family disharmony.

RETIREMENT PLANNING | Maximize the benefits you have earned while preserving transferability, stretch, principal.

HEALTH CARE DOCUMENTS | You need a power of attorney for health care, a HIPAA declaration, and a living will. Without them your preferences during incapacity will not be followed.

ASSET PROTECTION PLANNING | Keep your assets out of the hands of creditors, predators, and the public treasury, ethically and legally.

ESTATE & GIFT TAX PLANNING | Effective tax planning will not only lower income taxes while you’re alive by implementing optimal tax deferral and other strategies, but it will also free up cash for investment, business, or personal purposes.

POWERS OF ATTORNEY | Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.

BUSINESS PLANNING | From years of planning experience, we have developed a systematic process that is both practical and client-friendly.

CHARITABLE GIFT PLANNING | Most people work to better not only their family's situation but the community they live in and the world in which their community is a citizen. We will help you transfer values as well as assets. Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.

PRIVATE FOUNDATIONS | Some families and individuals are charitably minded and interested in directing their gifts to charities over an extended period of time. These people often find Foundations the right choice to accomplish this goal.