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Estate Planning: The Charitable Benefactor Advantage™

One common complaint we hear is that estate planning is really for the next generation and doesn’t provide any benefit to the client, other than financial confidence. Our answer to that is The Charitable Benefactor Advantage™.

By taking advantage of the tax code techniques rewarding charitable giving, we are able to help clients reduce their current income taxes, increase the cash flow from certain types of assets, transfer more of their wealth to their heirs, and benefit the charities they favor.

Unlike common charitable giving techniques that require a client to give up access and enjoyment of their assets in exchange for a current tax deduction and monthly check, our planning allows the client to maintain control of their assets, generate greater cash flow, and keep the assets in the family if desired.

The clients who benefit most from The Charitable Benefactor Advantage™ are those who:

  1. Have large assets with significant capital gains exposure
  2. Would like to generate more cash flow from existing assets
  3. Have high income and save a substantial portion of it
  4. Are planning on selling a large asset or business
  5. Have a high estate tax bill
  6. Have high qualified plan balances

The Charitable Benefactor Advantage™ opens up an often overlooked area of estate planning that provides benefit now, not just down the road.