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Charitable Giving

Giving to charity allows you to change lives and leave an amazing legacy behind, while also reducing your own tax liability. Whether you have one or many institutions you want to support, it is imperative you take steps to ensure you can maximize your gift, minimize taxes, and protect your legacy for the ages.

Barbara M. Pizzolato, P.A. provides assistance to clients making charitable gifts during their lifetime and to those who want to make posthumous gifts that will make a lasting difference. Call today to speak with an experienced Southwest Florida legacy planning lawyer who will custom tailor a charitable giving plan to your needs and who can answer key questions including:

• Why is legacy planning important?
• What planning must I do for effective charitable giving?
• How can a Southwest Florida legacy planning lawyer help you?

WHY IS LEGACY PLANNING IMPORTANT?

Giving a gift to a charitable organization should be simple, but the tax code can introduce unforeseen challenges as you explore the best ways to use your money and assets to help others. There are many options for those who want to make charitable contributions, from charitable gift annuities to charitable split-interest trusts agreements to pooled income or endowment funds.

Many of these options will allow you to shield income from taxes both during your lifetime and after your death. Rather than simply leaving money to a charity, you should explore the use of legal tools to maximize the financial advantages of your gift. Making the best choices for your giving, and ensuring you take advantage of all tax advantages of your generous contribution, is going to necessitate effective legacy planning.

WHAT IS INVOLVED IN LEGACY PLANNING OR PLANNING FOR CHARITABLE GIVING?

The development of an effective plan to leave a legacy through generous charitable giving is going to require you to define your goals and determine how you best wish to offer help. Legacy planning provided by Barbara M. Pizzolato, P.A. is custom-tailored to the specifics of what you are trying to achieve.

Whether you want to support public charities, create a private foundation, or engage in any other type of giving, we will help you to find the right legal tools to make sure your goals are achieved. This can include:

  • Advising individuals and organizations on the creation and operation of private foundations.
  • Creating charitable lead trusts, donor trusts, charitable remainder trusts, or other appropriate trusts.
  • Maximizing tax advantages of charitable giving.
  • Planning to receive income during your life while establishing future gifts. These are just a few of the different ways in which a Southwest Florida estate planning lawyer can put the law to work to allow you to give a gift to a charity, while also protecting family wealth for you and your heirs during your lifetime and beyond.

HOW CAN A SOUTHWEST FLORIDA LEGACY PLANNING LAWYER HELP?

Barbara M. Pizzolato is dedicated to helping clients understand the laws which allow them to make the best use of their assets. When you’ve built your nest egg and want to generously donate money to do good in the world while reducing your tax burden at the same time, a Southwest Florida estate planning lawyer with three decades of experience can offer the assistance you need. Call today to schedule a consultation and learn more.

Fort Myers (Main Office):

12751 New Brittany Blvd.

Suite 402

Fort Myers, FL 33907

P: (239) 225-7911

F: (239) 221-0279

By Appointment only

Naples Office:

4851 Tamiami Trail North

Suite 253

Naples, FL 34103

P: (239) 225-7911

F: (239) 221-0279

New York Office:

Suite 240, One Suffolk Square

1601 Veterans Memorial Hwy

Islandia, NY 11749

P: (866) 817-4713

F: (239) 221-0279

New Jersey Office:

c/o Richard A. Feldman, Esq.

80 Main Street, Suite 140

West Orange, NJ 07052

P: (866) 817-4713

F: (239) 221-0279

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