Including charitable giving in your estate plan is a powerful way to leave a legacy that reflects your values while also providing potential tax benefits for your heirs.

Including charitable giving in your estate plan is a powerful way to leave a legacy that reflects your values while also providing potential tax benefits for your heirs. By incorporating tools like charitable bequests in your Will, beneficiary designations, or more structured options such as Charitable Remainder Trusts or Donor Advised Funds, you can support the organizations and causes that matter most to you long after you’re gone. Thoughtful planning ensures your gifts are distributed efficiently and according to your wishes, and it may even reduce estate taxes or simplify probate. Working with an estate planning lawyer can help you choose the right charitable strategies to maximize both your impact and the financial advantages for your loved ones.

If you have questions about including charitable as a part of your estate planning, or about estate planning in general, give us a call at 253.858.5434 to set up an appointment today.