Charitable Planning
Do good and deduct taxes with the right strategy for your legacy
Custom Solutions For Effective Estate Stewardship Since 1997
Charitable giving is a common and important component of many estate plans. In addition to the personal satisfaction that donating to a benevolent cause provides, most gifts also generate a current charitable income tax deduction.
Some giving strategies also produce estate tax deductions, save capital gains taxes, and increase income. The right strategy can even provide you or someone you designate with an income for life.
Many individuals would rather make a charitable gift than pay taxes from their estate, and Merhab Robinson & Clarkson can make that preference a reality. MRC can empower you to leverage these strategies with a remainder trust, gift annuity, or lead trust that ensures your assets are stewarded appropriately in the future.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs
Let’s Do the Math: How Does the Generation-Skipping Transfer Tax Work?
You may have considered creating a trust to transfer wealth to your grandchildren and great-grandchildren. But you may not have considered how the generation-skipping transfer (GST) tax could affect this
Generation-Skipping Transfer Tax 101
Many people are familiar with the existence and some aspects of estate and gift taxes. If you are part of an ultra-high-net-worth family, it is important to also understand the
What Is a Residuary Clause and Why Is It Important?
With a residuary clause, you can intentionally disburse any items inadvertently left over to a named beneficiary or group of beneficiaries.
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705