Create a lasting legacy through Philanthropic Giving
What is Planned Giving?
This is the process of donating cash, stocks, real property and much more. Usually, you make this plan in your will or trust. This technique can be used to provide life-long income to the donors, along with maximizing the gift and potentially minimizing the tax impact on a donor's estate.
Why make a planned gift?
Satisfy your financial and philanthropic goals, while still providing financial benefits to you and your family. Create a lasting legacy as a donor to a charitable organization that you support. Benefits of these types of plans are income tax relief, reduced estate taxes, and capital gains tax savings.
How to make a planned gift?
Contact Mountainside Legal to set up a consultation.
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