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.
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.
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.
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:
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) 423-7611 or attend an upcoming estate planning event to get started today.
Charitable giving in estate planning offers numerous benefits, both for the donor and the beneficiaries.
Some of the most significant benefits include:
Charitable donations can decrease estate tax liability and offer income tax deductions.
Charitable giving can become a value-driven family tradition.
Directing assets to charities can minimize probate fees.
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.
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) 423-7611 or attend an estate planning event to get started today.
Appointment only
NEW YORK
Suite 240, One Suffolk Square
1601 Veterans Memorial Hwy
Islandia, NY 11749
Appointment only
NEW JERSEY
c/o Richard A. Feldman, Esq.
80 Main Street, Suite 140
West Orange, NJ 07052
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
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