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
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses
Request A Meeting Today!
Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705