Charitable Gift and Estate Planning

When it comes to ensuring your legacy and protecting your family, it’s never too soon to start planning. At BeachFleischman, our tax professionals are here to guide you with charitable gift and estate planning. We help families throughout Arizona and the United States plan for future generations.

Along with charitable giving and estate planning come complex rules and many options. We assist high net worth individuals and their families sort through the benefits of different charitable and estate planning techniques. Our tax professionals navigate the complicated tax law to avoid potential pitfalls and determine the best time for you to make gifts to charitable organizations and family members.

Charitable Gift and Estate Planning Services

We assist high net worth individuals with the following:

Charitable Gift Planning

Not all charitable gifts are tax-driven and we take the time to discover what is important to our clients and how they want their legacy to remain now and in the future.

  • Navigating gift vehicles such as Private Foundations and Donor-Advised Funds (DAFs)
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Gift Annuities

Estate Planning

Estate planning strategies can vary based on many factors. We believe success is achieved when we fully understand our clients and their financial and life goals. Working with your attorney and financial managers, our collaborative approach will provide an integrated, holistic view of your wealth, allowing you to rest easy knowing you are in good hands.

  • Family Limited Partnerships and Limited Liability Companies
  • Inter Vivos Trusts
  • Intentionally Defective Grantor Trusts
  • And many other long-term planning options

Contact our Charitable Gift and Estate Planning Team

If you are interested in learning more about how BeachFleischman PC’s charitable gift and estate planning tax professionals can assist, please contact Cindy Schroeder or Karen McCloskey.

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