Estate Planning

Charitable Estate Planning in Jacksonville

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 estate planning and our other 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 FLORIDA CHARITABLE ESTATE PLANNING IN JACKSONVILLE

Giving some (or even all) of your assets to a charity that is important to you once you have passed is a very great option that many people consider. Today, Florida charitable estate 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.

ESTABLISHING A CHARITABLE TRUST IN DUVAL COUNTY, FL

Using a charitable trust in Florida is an excellent way to donate money or property to charities. Our legal team will work directly with you to determine the most suitable type of charitable trust based on your specific objectives. Our Jacksonville estate planning attorneys can work with you to determine whether 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 in Florida. Using our Duval County charitable estate planning services can help you maximize these benefits to help reduce the overall tax burden while also allowing for more of your assets to go to your favorite charity.

Our estate planning law group is here to help you and your loved ones understand estate planning, elder law, post-death administration, and business planning in Duval County, Florida. If you’re interested in learning more about our legal services from our experienced Jacksonville, Florida estate planning attorneys, please don’t hesitate to contact us by booking a call today.

START PROTECTING YOUR LEGACY TODAY

Book Your Call

If you are committed to solving your planning needs and want to work with our skilled and experienced team, the first step to get started is booking your 15 minute phone call.

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.