Estate Planning

Estate Planning

Legacy and Charitable Gifting

If you have been fortunate enough to accumulate more wealth than you need, there are few things more exciting and rewarding than life-time gifting and legacy planning. Whether in the lives of your loved ones or in the work of your favorite charities, your gifts demonstrate your values, principles, goals and dreams, not only while you are here to experience the joy and impact they provide, but long after you are gone.

Thoughtful gift planning can also provide significant tax savings, thereby increasing the impact of your legacy. To this end we help our clients

  • Plan annual gifts for loved ones
  • Execute gifting plans to multi-generational trusts for children and grandchildren
  • Use retirement accounts for tax efficient charitable bequests
  • Establish donor-advised funds, a tax efficient, easy to manage, and wonderfully flexible charitable gifting vehicle for gifts during lifetime and beyond your death
  • Create charitable trusts and public charities
Susan Traganos


We'd love to hear from you. Contact Susan Traganos to sign up for an initial consultation.