Philanthropy and estate planning exist on an easy continuum thanks to a variety of customizable options such as trusts and foundations, as well as newer financial instruments. However you choose to time your giving, the most important thing is setting it up right. It helps to have an advisor who is deeply versed in all the unforeseen issues that could arise around a gift transfer, as well as the complexities of corporate interests and property transfers.

This is where the specialized expertise of The Philanthropy Law Firm℠ can make the difference for the ones you leave behind. Helping our clients avoid any problems or unintended consequences around their giving to what we do. Making even the most complex gifts simple for both the giver and receiver is our specialty.

Keep an eye out for our upcoming free guide on estate planning and testamentary giving, or sign up to be notified when it’s available (I won’t use your email for anything else).

Need information sooner? Schedule  a free consultation.