When it comes to ensuring your legacy and protecting your family, it’s never too soon to start planning. 在BeachFleischman, our tax professionals are here to guide you with charitable gift and estate planning. We help families throughout Arizona and the United States plan for future generations.
Along with charitable giving and estate planning come complex rules and many options. We assist high net worth individuals and their families sort through the benefits of different charitable and estate planning techniques. Our tax professionals navigate the complicated tax law to avoid potential pitfalls and determine the best time for you to make gifts to charitable 组织 and family members.
Charitable Gift and 遗产规划 Services
We assist high net worth individuals with the following:
慈善礼物规划
Not all charitable gifts are tax-driven and we take the time to discover what is important to our clients and how they want their legacy to remain now and in the future.
- Navigating gift vehicles such as Private Foundations and Donor-Advised Funds (DAFs)
- 剩余慈善信托基金
- 慈善领导信任
- 礼物年金
遗产规划
Estate planning strategies can vary based on many factors. We believe success is achieved when we fully understand our clients and their financial and life goals. Working with your attorney and financial managers, our collaborative approach will provide an integrated, 全面看待你的财富, allowing you to rest easy knowing you are in good hands.
- Family Limited Partnerships and Limited Liability Companies
- 在世时信托
- Intentionally Defective Grantor Trusts
- And many other long-term planning options
Contact our Charitable Gift and 遗产规划 Team
If you are interested in learning more about how BeachFleischman PC’s charitable gift and estate planning tax professionals can assist, 请与OG真人联系.
