Charitable Giving And Your Estate Plan

For many people, charitable giving is an important part of their estate plan. In addition to supporting worthwhile causes and groups, charitable giving can reduce your taxes and bring your family members together for a rewarding experience. We also know those considerations should be viewed in the larger context of the transfer of family values.

The attorneys of Chandler and Brown, Ltd., can help you plan for charitable giving with an eye to transferring family values. Our law office is in St. Paul, and our lawyers serve families in Minnesota and Wisconsin. Call us at 651-964-6087 for a free initial consultation.

Providing Assets For Charitable Giving

Our lawyers can help you establish trusts and entities as a part of your estate plan to meet your goals for charitable giving. Here are some examples of ways to leave money to a cause or charity you support:

  • Establish charitable remainder trusts. This type of trust can ensure that less of your wealth goes to taxes and more goes to the charity or charities you want to support. A charitable remainder trust can also provide you with tax benefits and an income stream while you or a chosen beneficiary are alive.
  • Establish a family foundation or donor advised fund as a legacy of charitable giving for generations to come.

There is no one-size-fits-all solution for charitable giving. Our lawyers can help you establish a charitable trust or entity that meets your goals and obtains the tax and other advantages you want.

Schedule A Free Consultation About Charitable Giving

To discuss charitable giving with an attorney at our law firm, call us at 651-964-6087. You can also reach our office online.