Charitable planning is the process of structuring your gift giving in a way that maximizes the benefits of your donation, both for you and the recipient. Gifts can be given in a number of ways, including charitable trusts, bequests in wills, lifetime giving, or the appointment of a beneficiary in a life insurance policy. Each has its own technicalities, procedures, and tax implications. Our estate planning attorneys can guide you through these options, determine which assets to contribute, and execute the documents necessary to maximize your philanthropy and accomplish your goals.
If you or a loved one is in need of assistance or looking for more information regarding estate planning, call Keen Keen & Good at 610-383-7810 today. We offer free, no-obligation, consultations to determine what steps you can take to provide a more secure future for you and your loved ones.