Estate Planning

Charitable Planning in Northeast Florida

Legacy Planning Law Group knows that the best way to help our clients is to understand their estate planning needs and help them build that plan. If you’re interested in learning more about charitable planning and our estate planning services as part of our unique Family Estate and Legacy Program, please book your free 15-minute phone call with us today!

UNDERSTANDING CHARITABLE PLANNING

Giving some (or even all) of your assets to a charity that is important to you once you have passed is a very generous option that many people consider. Today, charitable planning is becoming a very popular way to give back to the community, while getting some excellent tax benefits for you and your loved ones in the process.

Using a charitable trust is an excellent way to donate money or property to charities. Our legal team will work directly with you to determine what type of charitable trust is the most suitable based on your specific objectives. We can help you to define how long the charitable trust should remain open, for example. In addition, we can work with you to determine whether or not your loved ones should be involved in the trust along with your church, synagogue, alma mater or other charity of choice.

Current tax codes give exceptional tax benefits for most types of charitable giving. Using our charitable planning services can help you to maximize these benefits to help reduce the overall tax burden while also allowing for more of your assets to go to your favorite charity.

START PROTECTING YOUR LEGACY TODAY

Book Your Call

We offer a 15-minute complimentary call with one of our team members to get to know you and your situation.

Explore Your Planning Needs

During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.

Schedule Your In-Person Consultation

At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.