A Charitable Trust can be a powerful tool to incorporate your values into your estate plan while also providing tax benefits for you and your heirs.

A Charitable Trust can be a powerful tool to incorporate your values into your estate plan while also providing tax benefits for you and your heirs. By placing assets into a Charitable Trust, you can support causes that matter to you — whether that’s education, health care, the arts, or local community programs — while potentially reducing estate and income taxes. Depending on the type of Trust, you may even provide an income stream to yourself or your family before the remainder goes to charity. Because Charitable Trusts are highly customizable, they allow you to leave a legacy that reflects your priorities and provides lasting impact well beyond your lifetime.

If you have questions about using Charitable Trusts as part of your estate plan, give us a call at 253.858.5434 to set up an appointment today. We proudly represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.