Including charitable giving in your estate plan allows you to leave a lasting legacy while also providing meaningful tax advantages for your estate and heirs.

Including charitable giving in your estate plan allows you to leave a lasting legacy while also providing meaningful tax advantages for your estate and heirs. By designating gifts to nonprofits or establishing a charitable Trust, you can support causes you care about long after your lifetime, ensuring your values continue to make a difference. Charitable bequests may reduce estate taxes and can be tailored to fit your overall plan, whether you wish to donate a specific amount, a percentage of your estate, or a particular asset. Thoughtful planning with your lawyer and financial advisor can help you maximize these benefits, creating a positive impact for both your loved ones and the community you cherish.

If you have questions about including charitable gifts in your estate plan, give us a call at 253.858.5434 to find out how we can help. We represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.