The average estate bequest to a charity is between $20,000 and $70,000.
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 irrevocable trusts for children and grandchildren
Establish donor-advised funds for charitable gifting
Create charitable trusts and public charities
Utilize insurance as a gifting tool to both family and charity
Gift IRAs to charity to minimize both income and estate taxes
385 Concord Avenue
Belmont, MA 02478 (617) 484-6610
Fax: (617) 484-0035