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
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable trust—that is,
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many