Incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes that matter most to you.

Incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes that matter most to you. Whether through a bequest in your Will, a Charitable Remainder Trust, or naming a nonprofit organization as a beneficiary of an IRA or life insurance policy, planned giving can offer both personal fulfillment and potential tax advantages for your estate. It’s also a thoughtful opportunity to model generosity and purpose for the next generation. With proper planning, you can ensure that your values continue to make an impact long after you’re gone.

If you have questions about including charitable gifts in your estate plan, or any other estate planning questions, give us a call at 253.858.5434 to make an appointment today. We proudly represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.