Charitable Planning Techniques

Charitable planning techniques are useful for clients that are seeking to benefit their favorite charities while also achieving significant income, gift and estate tax benefits.

We routinely counsel our clients in forming charitable entities such as charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations.

These strategies are increasingly important for those individuals exposed to the tax rate increases signed into law in 2013.

Estate Planning videos

2500 North Military Trail, Suite 460
Boca Raton, Florida   33431
Phone: 561-392-1800

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2500 North Military Trail, Ste. 460 Boca Raton, Florida   33431 Phone: 561-392-1800 Directions