Charitable Planning

Estate planning is all about providing for the people, places and things you cherish most. Many of our clients include charitable causes on this list. Particularly in this day and age, when parents worry about creating unmotivated, unhappy trust fund kids, charitable planning plays an important role. Assets left to charity are 100% free from income and estate taxes if structured properly. For these reasons, we have done a great deal of charitable planning for our clients.

There is a broad spectrum of charitable planning options – from making outright gifts to creating private foundations. Many of these strategies reduce or avoid income tax. All of them avoid estate tax and benefit the causes important to you.

To make an appointment to discuss your charitable planning options, please contact us.

700 Larkspur Landing Circle | Suite 249 | Larkspur, CA 94939

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