Estate planning and charitable gifts do not have to be two separate things. In fact, they're best when they go together!
Here's why: estate planning helps you determine how your assets will be distributed after you pass away. It also helps you decide how much money you want to leave to your heirs (or charities) and how you want any death taxes to be paid.
Charitable gifts can help you make a real difference in the world by supporting organizations that are close to your heart. They can also help increase the total amount of your estate since gifts to non-profit charities are generally tax exempt for estate tax purposes. Less taxes means more money going to support your favorite causes!
So when it comes time for estate planning, don't forget about the option of making a charitable gift!
You can protect your family and appoint a guardian and trustee for your minor children very easily by doing a simple will. All it takes is a phone call or text to Serra Law Group at (908) 534-1985.
Our on-line platform called Smart Law eliminates the hassle of schlepping into an attorney's office like in the old days and streamlines the intake process, so you never have to leave your home. And it can all be done in the palm of your hand on your phone at a fraction of the cost of a traditional law firm. The gap between knowing and doing has never been slimmer!
Act now and feel good you did something extremely important for the protection of your family.
Why use a form when you can have a firm!