Fort Myers Charitable Giving Attorney

Your legacy is what you leave behind for your loved ones. Passing on who you are to the next generation is a priceless gift. 

We can help protect and facilitate the transfer of your legacy to your future heirs and charitable organizations of your choice.

Why Choose Charitable Giving in Estate Planning?

In estate planning, charitable giving serves a dual purpose. First, it offers a practical avenue for significant tax advantages. With strategic planning, you can minimize your estate’s tax obligations, thereby preserving more of your hard-earned assets for your heirs and the organizations you wish to give.

Next comes the aspect of purposeful impact. Charitable giving in your estate plan is about more than just money; it’s about leaving a lasting impression. By choosing to donate, you’re making sure your beliefs and values continue to have a positive effect even after you’re gone.

If you’re looking to both make a difference and minimize estate taxes, charitable giving through your estate plan is a powerful way to accomplish both. At Barbara M. Pizzolato, P.A., we’re here to help you make it happen easily and effectively.

Join us at an upcoming Estate Planning event to get started today.

Steps for Effective Charitable Giving:

Developing an estate plan with charitable giving requires seeing all angles for both you and the beneficiary.

Here’s what you’ll need to consider:

By planning thoughtfully, you’ll make a significant impact on the causes you care about and manage your estate in a financially savvy way.

Trust the team at Barbara M. Pizzolato, P.A. to help you get it right.

charitable giving

Is Legacy Planning and Charitable Giving Only for the Exceptionally Rich?

It’s a myth that only the rich and famous need legacy planning. Everyone, regardless of wealth or status, has a legacy worth preserving.

Ask yourself:

  • What memories and values do you want to share with your loved ones?
  • How can you solidify that vision into a tangible reality?

Legacy planning isn’t just about assets; it’s a comprehensive road map of your values, hopes, and dreams. With our dedicated team, every detail matters. You get a tailored approach, ensuring precision and respect in safeguarding your intentions.

Please contact us at (239) 225-7911 or attend an upcoming estate planning event to get started today.

Why Plan For Charitable Giving?

Charitable giving in estate planning offers numerous benefits, both for the donor and the beneficiaries.

Some of the most significant benefits include:

Tax Advantages

Charitable donations can decrease estate tax liability and offer income tax deductions.

Family Involvement

Charitable giving can become a value-driven family tradition.

Reduced Probate Costs

Directing assets to charities can minimize probate fees.

Avoidance of Capital Gains Taxes

Donating appreciated assets can bypass capital gains tax.

Whether you’re supporting charities or creating a private foundation, we will guide you on the path to achieving your goals.

The time to act is now.

Your relationship deserves clear legal protection. Don’t leave your partner’s rights to chance. Act now, take control, and ensure a secure future. Let’s craft your custom tailored estate plan today.

Call us at (239) 225-7911 or attend an estate planning event to get started today.

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